Here's What to Expect

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Take the opportunity to create your personal Financial Roadmap ®  so you can do even more of what is most important to you.  By the end of this meeting, you will know whether the guidance you seek, aligns with the way that Financial Spyglass®  serves our clients.

You've engaged  Financial Spyglass®  and provided the essential items requested.  This meeting  is to ensure that your current situation is accurately captured in your plan and that options to accomplish your highest priorities, are clear. 

You deserve an inspiring strategy for your Real Financial Life, with engaging navigation touchpoints for the highest probability of accomplishing what is most important to you.

Is to address any gaps in coverage.  You will know the appropriate coverage for your specific situation, and next steps.

is to celebrate the progress toward your goals executing your strategy as tax-efficiently as possible, adjusting as appropriate, for what life brings.

is to ensure that you are living the life of your dreams now, as well as establishing your legacy for what is most important to you.