WORKING TOGETHER

FIT CALL

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Get to know each other to determine if we’re a potential fit.

TAKING ACTION

INVESTMENT CALL

Learn about the power of diversification.

  • New account application

  • Financial planning questionnaire

  • Charles Schwab DocuSign

FINANCIAL PLANNING

  • Cash flow planning

  • Monte Carlo scenario analysis

  • Long term withdrawal and tax strategy

  • Estate planning review

COLLABORATION

  • Quarterly calls with Randy

  • Portfolio progress monitoring

  • Annual financial planning review