For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.

We begin by understanding who the client is, what their goals are and what their current financial situation looks like, and then we provide a financial plan with strategies to improve their situation and reach their goals. As we continue to work with the client, we review and monitor their plan to ensure it continues to synch with their goals and objectives. Sound about right?

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