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We first begin with a free consultation to discover the DNA of YOUR Business or Personal finances.   You will complete an assessment that will help us determine how to best serve your needs.   


The notes from our initial consultation, along with your assessment will be reviewed.  This will enable us to match your financial needs to the services that we can provide.


We will develop a customized pricing proposal based on YOUR budget and needs.  We will then map out for you an implementation plan with the services that are needed to grow your business or empower your personal finances.


Once you agree to the terms, we get started on your customized plan made to fit your financial DNA and begin our successful partnership together.

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