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Those who benefit the most from our services have assets of at least $2 million, excluding their home—or expect to have that amount within the next year. We are not currently preparing financial plans without an ongoing relationship, but we are happy to talk with you about your situation and how we can possibly work together.
The first step is a 30-minute video consultation. This initial meeting will be a chance for us to review your assets, discuss your goals, and answer general questions about our process before you meet with our principal, Joyce Franklin, for a deeper dive.