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Getting Started with Simplified Wealth Management

How It Works

1 - Initial Conversation

In our first conversation, we look forward to understanding where you are today and what’s most important for you and your family to accomplish.

Schedule a Call

2 - Plan Discussion

After analyzing your full financial story, we’ll have a second meeting in which our team will share with you a plan we’ve designed to reach your goals while protecting your family, income and lifestyle.

3 - Ongoing Guidance

Our team will put your plan in place and will actively monitor your progress. We’ll make adjustments as your life evolves, and we’ll be here for you for on-call assistance.

Ready to Get Started?

Schedule a Call