Our planning team collaborates with our client to write out all the notes of a Goals-Based financial plan, which orchestrates the client goals. This begins by asking the client two essential questions.

  1. How much are you actually saving? What are you actually setting aside in your 401k, 403b, SEP and brokerage and savings accounts on a regular basis.
  2. What are your goals? What is the purpose of your money?

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