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Action Steps

1. Schedule a Discovery Session
2. Request a Value Proposition Letter
3. Consider an Optional Family Wealth Statement
4. Consider an Optional Financial Checkup
5. Begin Phase 2 - Tactical or Comprehensive Planning
6. Begin Phase 3 - Implementation
7.   Begin Phase 4 - Annual Reviews

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.