| INTERNATIONAL WEALTH MANAGEMENT - IWM |
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SHORT TERM |
Step 3: Prioritize. We take great care and time on this step in the process. Many times this open dialogue leads to a revisiting of steps 1 & 2. It goes without saying the output from this step drives the rest of the process flow. |
GOALS & NEEDS |
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LONG TERM |
The priorities as defined by the individual are the building blocks to the eventual investment philosophy statement, policy statement, personal mission statement and all asset structure recommendations later in our process. Within this meeting the definition of the individuals living and after death legacy starts to come into focus. |
LEGACY DREAM |
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