The Best Process

By optimizing each step and leveraging the strengths of team members, the best process maximizes productivity while minimizing waste.

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01. Goals

Be specific about your financial aspirations.

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01. Goals

Be specific about your financial aspirations.

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01. Goals

Be specific about your financial aspirations.

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02. Information

Be prepared to share relevant documents

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02. Information

Be prepared to share relevant documents

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02. Information

Be prepared to share relevant documents

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03. Financial Plan

We will develop a detailed financial plan.

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03. Financial Plan

We will develop a detailed financial plan.

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03. Financial Plan

We will develop a detailed financial plan.

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04. Review the Plan

Agree on the proposed financial plan.

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04. Review the Plan

Agree on the proposed financial plan.

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04. Review the Plan

Agree on the proposed financial plan.