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Our fiduciary process starts with a phone call where we get to know you, your financial situation, and the things that matter most to you.
At Applied Financial Planning, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into…
Your life plan is a living document that changes when you change.
Take control of your retirement, make a plan, and feel confident about your investments and savings.
When I’m not helping clients reach their retirement goals, you can find me with my family, surfing, or on the golf course.
Our goal is to help you build a plan, not to sell a product or collect a fee.
Before starting a plan, the first step is to help you determine what your absolutely perfect retirement looks like to you.
During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.