Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination. A financial plan should not be in a notebook that sits on a shelf never again to be opened by either the client or the planner. During your periodic investment review, your financial plan is also reviewed to be sure we are meeting your goals. These are the three stages of your financial plan.
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Design |
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Implementation |
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Monitoring |
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“Choosing an Investment Firm is like trying on shoes. The fit should be comfortable, affordable and meet your needs. When the fit is right, you’ll know it.”
Dawn Litchfield Brown naplesmoneymanagers.com -
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