STEPS WE TRAVEL

STEP ONE

Getting started with a complimentary 30 minute meeting


If good fit, signing agreement


First half of fee due


Sharing financial documents and data


Understanding your values and goals

STEP TWO

Organizing your current financial picture

Understanding your family relationships

Exploring your possible choices

Writing your action plan

Working on the "To-Do" items in your plan

STEP THREE

Completing the "To-Do" items in your plan

Celebrating your completed written plan

Second half of fee is due

Enjoying comfort in your mind & heart

Older, attractive Black lady with eyes closed and big smile hugging closely teenage daughter.Middle-aged, slender, Asian lady with black hair and big smileOlder woman hugging older man from behind, both grinning and having fun while walking along beach.

STEPS WE TRAVEL

STEP ONE

Getting started with a complimentary
30 minute meeting

If good fit, signing agreement

First half of fee due

Sharing financial documents and data

Understanding your values & goals

STEP TWO

Organizing your current financial
picture

Understanding your family
relationships

Exploring your
possible choices

Writing your action plan

Working on the "To-Do" items
in your plan

STEP THREE

Completing the "To-Do"
items in your plan

Celebrating your completed
written plan

Second half of fee is due

Enjoying comfort in your mind
& heart

Older, attractive Black lady with eyes closed and big smile hugging closely teenage daughter.Middle-aged, slender, Asian lady with black hair and big smileOlder woman hugging older man from behind, both grinning and having fun while walking along beach.

How to write your “LIFE PURPOSE STATEMENT”

Your Life Purpose Statement is your personal expression of what is most important and meaningful in your life. It can help you align your financial decisions and actions with your core values and life intentions.

Receive a link to learn how to write your own Life Purpose Statement.

Intuit Mailchimp

How to write your
“LIFE PURPOSE STATEMENT”

Your Life Purpose Statement is your personal expression of what is most important and meaningful in your life. It can help you align your financial decisions and actions with your core values and life intentions.

Receive a link to learn how to write your own Life Purpose Statement.

Intuit Mailchimp

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