72 & You
Our approach is simple, we align your finances for a more abundant life.
1. Get to Know Each Other
Learn what’s most important to you. Explain who we are, what we do and why we do it.
2. Gather Information & Identify Goals
Collect necessary information. Paint a picture of your present status and tell us what you want your future to look like.
3. Analyze & Develop Your Financial Blueprint
We analyze your current situation and build a customized plan for you that constructs a road toward your future goals.
4. Present Plan & Ideas
We go over every detail of your customized plan and explain the possible variations for success.
5. Implement & Take Action
Start building the foundation according to your custom financial plan.
6. Monitor Progress & Adjust as Needed
Maintenance is important. We are constantly monitoring all aspects to make sure you are on track and adjust for life changes. Meet regularly.
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