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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?


Resources

List here all resources 


Investment Management

List here all resources 


Tax Preparation

List here all resources