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Much like a medical doctor who analyzes their patient’s overall health, our firm utilizes a Financial Physical™ to assess one’s comprehensive financial situation. A Financial Physical™ is a comprehensive assessment used to diagnose whether your financial situation truly supports your values and goals. It takes into account your financial present and looks ahead to your hopes for the future to ensure both are aligned and in support of one another.

Experiencing the Difference

As fee-only fiduciaries who are bound by oath to put clients first, we put our values into practice when it comes to the cost of the Financial Physical™. We assure everyone who completes a Financial Physical™ that they do not owe us anything for the assessment if they do not see the value provided.

Use the link below to set up a discovery call with us today for more information.

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