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We provide comprehensive financial planning services to individuals and families in the accumulation phase of their lives. And while we strongly believe that everyone should take an active, ongoing role in their finances, we understand that most young professionals don't have the time or inclination to monitor their finances and stick with a long-term financial planner. But that doesn't mean that most people don't want or need a personal financial plan.
That's why the Business of Your Life takes a different approach to financial planning by providing one-time and as-needed services that can better meet individuals where they are in the process of achieving their financial goals.
Personal Financial Plan
Gain a clear understanding and assessment of your current financial position and build a financial plan to help you work toward achieving your financial goals and objectives.
This service includes virtual meetings, unlimited e-mail access for follow-up and clarifying questions, and a customized personal financial plan.