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ARTISAN FINANCIAL PLANNING
OUR PROCESS
We walk each client through the comprehensive planning steps, providing guidance, answering questions, and bringing wisdom and calm to the storm that so often is our financial climate.
Understand
Understand each client's personal and financial circumstances.
Develop
Develop the clear Financial Planning recommendations.
Identify
Guide clients through identifying their specific financial goals.
Present
Present the recommendations to the client(s) and discussing any adjustments.
Analyze
Assess the current course of action and what alternatives may serve best in achieving the client's goals.
Implement
Put the Financial Plan to work by effectively implementing all aspects.
Refine
Continue to monitor the Financial Plan and the ever-changing landscape of each client's individual goals, and make appropriate adjustments.
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