The Bold Vision Process

This is our full process for the Bold Vision Financial Planning service.

Pre-Introductory/Prospect Meeting

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Meeting 1

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Get to know you and your family

Gain an understanding of your personal & financial circumstances

Begin to learn about your goals, dreams, and values
(of course, this continues over time)

Learn about your
needs & objectives

Gain an understanding of how you think and feel about money

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Meeting 2

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Meeting 3

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Meeting 4 and Beyond

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