Sleeping Bear Dunes National Lakeshore
Building a financial plan tailored to you
Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process:
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Understand
We’ll build an understanding of where you are today and what you want to accomplish in the future.
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Design
We’ll analyze what you’ve shared with us to design your plan, then present it to you and answer any questions you may have.
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Implement
With your approval, we’ll implement your plan, select the specific investments and handle all the paperwork.
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Manage
We’ll review the progress of your plan to make sure it stays on track, and suggest any changes where needed.