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West Wichita Office

8925 West Maple Street Suite 1
Wichita, KS 67209

East Wichita Office

1861 N Rock Rd Ste 100
Wichita, KS 67206

The Financial Planning Process

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our focus is to help educate you about the basic concepts of financial planning and how the financial planning process guides our clients toward their goals. We take your journey seriously and will be there every step of the way — listening, planning and advising.

Listening

Every financial planning experience begins by listening to our clients. We want to know who you are and where you want to go with your financial future. In the early stages, we'll gather information and work with you to help identify and prioritize your financial goals.

Planning

Utilizing leading-edge technology, we can work together through in-depth research and analysis and develop sophisticated and personalized strategies designed to pursue your goals. We accomplish this through comprehensive analysis of your financial information, ultimately proposing solutions designed to suit your unique situation. Leveraging our experience and knowledge, we strive to save you time and simplify the process.

Advising

Because the responsibility of pursuing your goals is both of ours, we strive to be lifelong partners as you work towards your financial aspirations. Along the way, we'll regularly review and monitor progress and take necessary actions. Implementing strategies and initiating progress reviews can be the difference between dreaming the dream and living the dream.

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03/19