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Goals

2. Gathering client data, including goals.

The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need.

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What We do

A comprehensive approach, putting your interests first.

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Pre-retirees, Retirees, Women in Transition

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