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How We Work Together

We are an advice-only financial planning firm. We provide independent objective advice. We do not try to sell you products. Our main goal is to deliver much needed guidance coupled with education. We do not talk at you but take the time to listen and learn about your goals and dreams to come up with the best plan to reach them.

Do I Really Need a Financial Plan?

Not everyone is ready for a financial plan but we believe everyone should have a financial plan the moment you start working. A financial plan serves as your roadmap for reaching all of your major goals and maneuvering big life events.

What’s The Process?

Book a Complimentary
Discovery Call

Start by scheduling a convenient complimentary call to discuss where you are and how we’ll get you to where you want to be.

Learning about
where you are

We work with you to assess your current situation.

Determine where
you want to be

We will partner with you to identify your concerns and goals

Close the gap

We will work together to implement goals-based solutions and system that align with your overall generational wealth plan.

For more details about our 1-on-1  financial planning sessions and process,

Download this handy PDF.

Who Do We Work With?

Working professionals that know there’s more to life than just work. If you’re thinking about your future and how everything fits together, give us a call.

Book Your Discovery Call

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Mina Black

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