STEP 3

STEP 3

Your LifeBook + Quarterly “On Track”
Sessions + Personal Tax Planning

Each quarter, we’ll have a quarterly “On Track” session to review “Your Best Life” (your graphical rest of life report) and brainstorm any changes to make things better for you.

Plus you have access anytime to your online “Lifebook” where we keep records of our meetings, your goals, the tasks we’re both working on to help you live your best life, and your key family documents like your Wills, Enduring Power of Attorney, Advance Health Directive,
and Insurance Policies.

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Our Partners

We’re accredited with the best.