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Pine Bend Wealth Management
Financial Planning Process
Goal Setting
We arrange for a personal meeting with you and significant other(s) you’d like to include in order to get to know you as a person and to discuss your current financial situation and your personal goals. We will gather and review your financial documents.
Investment Strategy Discussion
We review and discuss your financial goals to determine if you are on target to reach those goals.
Delivery and Discussion of Your Financial Plan
This is the stage where we review your custom financial plan, get your approval to implement and set up your Pine Bend Wealth Management Client Account Access website.
Implementation of Your Plan
This is where we implement your customized step-by-step actions you need to take to manage your goals.
Ongoing Reviews
A critical step to help make sure you are staying on track and adjusting your plan as necessary.
Regardless of where you are in your financial life, we can help.
Let us know how we can serve you.
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