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We help our clients worry less and enjoy life more by instilling confidence through a comprehensive, lifelong financial plan.

Our unique, 8-step process delivers an unparalleled level of customized service allowing our clients to experience a more fulfilling life.

The Financial Independence Planning Process

Click the bubbles below to follow our 8-step process

Financial Independence Referral©

<strong>Financial Independence Referral<sup>&#169;</sup></strong>
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Financial Independence INFO Meeting©

<strong>Financial Independence INFO Meeting<sup>&#169;</sup></strong>
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Financial Roadmap©

<strong>Financial Roadmap<sup>&#169;</sup></strong>
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Financial Independence Plan©

<strong>Financial Independence Plan<sup>&#169;</sup></strong>
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Financial Independence Alignment Review©

<strong>Financial Independence Alignment Review<sup>&#169;</sup></strong>
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Financial Independence Regular Check-Up©

<strong>Financial Independence Regular Check-Up<sup>&#169;</sup></strong>
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Financial Independence Annual Update©

<strong>Financial Independence Annual Update<sup>&#169;</sup></strong>
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Financial Educational & Fun Events©

<strong>Financial Educational &#38; Fun Events<sup>&#169;</sup></strong>
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FINANCIAL INDEPENDENCE PLANNING, LLC

"A sound financial planning process should free up your time from worrying about money to enjoying all the things in life that are important to you."

Meet The Team