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What To Expect From Our
Ongoing Service Packages
Quick Start Wealth Management
Meetings
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Two meetings a year
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Creation of Quick Start financial plan
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Annual review and monitoring of the plan
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Retirement projection
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Net worth tracking
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Tax Planning
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Investment Management & goals-based planning
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Real time access to your cash flow (income & expenses)
Comprehensive Wealth Management*
Includes everything in Quick Start AND...
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Quarterly pre-scheduled meetings (instead of two meetings a year)
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Development of the in-depth financial plan
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Assistance in implantation of any recommendations within the plan
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Ongoing review and update of the plan
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Budgeting & Spending policy
*Bank, credit card, loan and investment accounts must be linked to the financial planning software to utilize this feature.
Let’s Work Together
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