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WHAT DID WE CHANGE
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Young families & small business owners have the least amount of time of anyone. You are managing so many things at once how can you find time to meet with someone in a stuffy mahogany & marble office to discuss your goals… You can’t!
We utilize and safe and secure way to meet using Zoom & Microsoft Teams. And we meet with our clients when they can actually find the time… that means we are available every day of the week and weekends from 7am – 9pm.
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Personalized
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We have spent many years creating customized questionnaires and worksheets to gather the right information needed to make recommendations to young families & small business owners.
Additionally, we use BOX, and encrypted app to easily gather this information with your phone, tablet or computer.
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Affordable
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Financial planning can be extremely costly. We have priced our plans to finally give those who need it most a chance to get involved.