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PROCESS
Our comprehensive and distinctive process when working with clients helps us establish a plan based on your personal goals and risk tolerance. We call this method of working together our WEALTH 360 process.
We have our WEALTH360 process that goes in a circle with you and your family in the middle.
We start with our Why Meeting then our Evolution Meeting,
on to our Aggregation Meeting, then our Liberation Meeting, Technology Meeting and then our Holistic discussion about what's next and then
we go around the circle again and again.
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