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Financial Planning

We use financial planning to help clients understand how the different pieces of their financial picture – investments, real estate, income, expenses, liabilities, insurance, retirement expectations, etc. – work together and how a plan can help them make more informed decisions that will move them closer to reaching their goals. I believe that the value of a financial plan is measured not by how long or detailed it is but rather by how much it helps clients stay the course and avoid behaviors that can hinder their plans.

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