Neighbor News
A One Page Financial Life Plan
Having the most important financial information in an easy-to-read format, listed on one page makes a & practical solution for our clients.
A One Page Report
Over the years we have emphasized the importance of our clients having a Financial Life Plan (FLP) . It provides purpose to the investments our clients have by setting financial goals and better allows them to look past the noise of daily stock market returns and focus on their own long-term financial well-being. In the past, when a client's FLP report was shared with them, it contained many important details but also included many pages. Over the past few years, we have learned from some of our valued clients that they simplify did not have the time to read or reference such an in-depth document. From these conversations came the idea of creating a more concise report that contains information that can be referenced quickly and on-the-go by our clients. We listened and created the "one-page" report.
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