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Your Blueprint

Your financial plan begins with an initial blueprint and continues as an ongoing process of evaluation and communication. Before making investments, you need to determine your overall objectives. The common idea of making as much as you can without losing it is a flawed concept that leads to trouble. Instead, we review your position and your goals to determine how much downside risk you can tolerate before considering the upside.

Because life and markets change, clients need to understand how their investment objectives fit within the new environment. All too often, some financial planners fail to proactively help clients maintain their financial course. We will work with you and your family to periodically listen and respond strategically to your situation and concerns, making adjustments to your blueprint as appropriate.

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