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Step 1

Step 1: Initial Interview

The purpose of the initial interview is twofold; to provide valuable perspective on your current financial condition and to define the scope of the engagement.  Through a discussion of your values, short and long term goals and current financial situation, a Financial Road Map is created, providing you with an overview of your current circumstance.  Our service is discussed and, if appropriate, an individualized fee is determined for the development of your financial plan.

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