Financial Planning Process-Investment Philosophy

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Financial Planning Process-
Investment Philosophy
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Investment Philosophy

• Our investment philosophy is based upon reason
  and academic science. There are four basic tenets
  to our philosophy
• Returns
• Risks
• Costs
• Taxes

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-process
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-process
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Illustration of our process

• In your presence
• Discovery Interview
• Strategy Session
• Mutual Commitment meeting
• Solution Presentation
• Organizational Workshop

• In your absence
• We Analyze
• We Refine
• We Consult
• We Implement

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-process
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Find Us 103 E. Holly St, Suite
505 Bellingham, WA 98225 Phone [phone]
Mail to Info_at_FinancialPlanInc.com Visit Us
www.financialplaninc.com