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The Financial Planning Process

I will begin by understanding you along with your strengths and weaknesses surrounding money. 

We analyze your spending patterns and savings habits, along with your income and assets to determine whether your goals are achievable.

We want to understand what you want and what you have. This will determine how you can use your assets and income to pay for the things that make you happy. 

Are the assumptions correct? Are there any disappointments or pleasant surprises? Do you want to change anything?

Are the assumptions still correct? Has your definition of happiness changed? If necessary, we will update the financial plan.

Let's start a conversation.