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Analyzing, Testing and Building The Plan
- With your advisors, we create a plan by analyzing, testing and challenging combinations of planning theories and strategies that specifically meet your needs. Where appropriate, through the use of narratives, graphs, charts and/or schedules, we build your comprehensive, dynamic, workable, and understandable Wealth and Business Strategies Plan.
Presenting The Preliminary Plan and Enhanced Plans
- We take you step-by-step through the Preliminary Plan. Where desired, we refine and re-present the Enhanced Plan. Together, we set the specific fees, timelines, and goals for the Implementation Engagement.