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WORKING TOGETHER
FIT CALL

Get to know each other to determine if we’re a potential fit.
TAKING ACTION
INVESTMENT CALL
Learn about the power of diversification.
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New account application
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Financial planning questionnaire
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Charles Schwab DocuSign
FINANCIAL PLANNING
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Cash flow planning
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Monte Carlo scenario analysis
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Long term withdrawal and tax strategy
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Estate planning review
COLLABORATION
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Quarterly calls with Randy
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Portfolio progress monitoring
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Annual financial planning review
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