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Our Services

Goal Identification & Cash Flow Analysis

In the early stages of planning we sit down together to discuss personal goals and begin to develop a strategy to fund them. As Yogi Berra said, “If you do not know where you are going, you will probably end up somewhere else.” We also need to address your current income and expenses in order to design a plan or strategy that best utilizes your available resources.

This is the first stage of the financial planning process. We sit down together and discuss your life goals and began to develop a personal plan for funding them… Without knowing where you want to go, we can’t help you get there! This involves a lot of questions and answers, and building trust by getting to know each other. We need to know your current and projected income and expenses in order to gain an understanding of the resources that can be used to attain your financial goals.

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