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Every relationship starts with a comprehensive financial plan
Where are you now?Let’s get organized | Review cash flow: Income & Expenses Review net worth: Assets & Liabilities |
Where are we going?What are your life goals? | Financial independence Buy a house Pay down the mortgage Pay for my children’s education Bi-annual vacations with my kids |
Action Plan
The specific steps we need to take to achieve our goals.
Financial Plan
The traditional financial plan is a long document that no one reads.
Financial Planning Calendar
How we work together throughout the year to make adjustments and stay on track.
Wealth Habits Advisor Fees
Clients know in advance what they are paying. Our fees are transparent and allow us to service them in a comprehensive way.