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How to get the most out of your LIFT client journey

Financial Planning is an ongoing process. 

Initial Financial Assessment

Monthly Financial Planning Topics

Connecting Between Meetings

What are the best ways to contact me?

Email Policy 

Link to sign up for question of the week. 

LIFT Clients Monthly

LAUNCH Clients Quarterly

Maybe add Zoom link here for office hours?


List here all resources 

Investment Management

List here all resources 

Tax Preparation

List here all resources