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Our Financial Planning Process 

Client Centered

In our financial planning process we follow these steps:

  1. Gather your information
  2. Organize and discuss your information
  3. Present recommendations
  4. Implement first steps
  5. Check progress
  6. Implement next steps
  7. Repeat

In order to keep your plan on track we practice ongoing communication, education and collaboration. We will schedule regular reviews to adjust to any life changes. Your "Personal Financial Website" will be an easy way to manage your accounts and have important documents in one secure place.

Learn how LifePlan Financial Advisors, Inc. can keep you organized and in the know.

Please contact us for a free consultation.

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