1. Discover
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2. Analyze
We analyze and evaluate your current financial status:
- Investment portfolios - Insurance contracts - Tax returns and legal documents (wills, trust documents, etc.) - Income, including equity compensation and other forms of cash and non-cash compensation - Debt - Available resources to fund your goals - Cash flow requirement to meet your goals - The value of your business - Other pertinent information and data |
3. Recommend
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4. Implement
We help implement our recommendations.
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5. Monitor
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