This also includes an analysis of social security benefits and recommendation for the most efficient way to coordinate those benefits. In this step, we prepare a comprehensive financial plan that addresses your individual needs, goals, and objectives. Step 3: Customizing Solutions for Your Goals We also help to identify existing tax and estate planning issues and will assist you to coordinate these with you CPA and estate planning attorney. As you experience different life stages, we can identify your budgeting and cash flow needs. ![]() Next, we review your current situation as well as legacy needs in order to address your unique circumstances. ![]() Or relationship begins with an in-depth conversation to understand you, your goals, and concerns. The approach enables us to customize solutions that help guide you towards personal and financial independence. We use a goals-based process where success is measured not by a number, but by the progress you make toward reaching your personal and financial goals.
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