We take clients through a 4 step planning process:
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Initial Discussion ( 15 minutes of discussion time )
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Financial Analysis ( 30 minutes of discussion time )
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Recommendation ( 15 minutes of discussion time )
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Implementation ( 5 minutes of discussion time )
Followed by yearly review, Our discussions are:
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Short
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Focused
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Straight to the point
It is common for us to utilize 1 hour to manage
all
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Risk management planning
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Wealth accumulation planning
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Estate distribution planning