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"Beware of looking for goals: look for a way of life. Decide how you want to live and then see what you can do to make a living within that way of life." - Hunter S. Thompson
Financial Planning for Non-Traditional Life Journeys
Forge Your Unique Path to Financial Independence
My financial planning services are tailored to fit your distinct path, whether it's a creative pursuit, entrepreneurial venture, or an unconventional lifestyle. I understand the challenges of non-traditional journeys and are here to guide you towards financial security while embracing your individuality.
I am committed to crafting strategies that align with your goals, dreams, and risk tolerance. Explore my website to discover how I can help you thrive financially, no matter where your unique journey takes you.
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6. Adapt as needed
5. Monitor
4. Implement Recommendations
3. Planning Meeting - Initial Plan Framework and Recommendations
2. Initial Meeting - Review Cash Flow, Set Intentions, and Analyze Investments
1. Initial Call
Initial Planning
Ongoing Planning
Process
Member Of
Estate and Legal Guidance
Risk Management
Tax
Planning
Investment Management
Goal Planning
Cash Flow Analysis
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An overview of of the topics we'll cover.
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