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Our comprehensive process includes the following steps:

1. Establish realistic goals.
Often people want: a financially secure retirement, college education for children, a dream house or vacation home, an estate to pass on to children or charity.
2. Gather financial data.
We analyze strengths and weaknesses in your financial situation including: liquidity, cash flow, taxes, insurance coverage, investments, employer benefits, retirement planning, estate planning.
3. Quantify the amount of money you will need in tomorrow's dollars. Using “what if…” projections to pinpoint shortages, we identify potential obstacles and constraints in attaining your goals and suggest alternate strategies.

The projections take into account inflation, taxes, and reasonable investment returns.
4. Create a coordinated investment strategy based on your goals, time horizon, and risk tolerance. Once we know where you are in relation to where you want to be, we design an asset allocation plan for all your invested assets.

Establish specific savings targets.
5. Present a comprehensive, customized report that organizes all of the many facets of your finances.
We recommend specific strategies that can improve your situation. You have a roadmap to follow and clearly understand what actions you must take to be more financially secure and successful.
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