Avoid wasted time and costly mistakes. Take control of your money and live your best life.

5 circles: 1 magenta, SCHEDULE; 2 teal, MEET; 3 blue, DEVELOP; 4 teal, CO-CREATE; 5 magenta, IMPLEMENT. On the left: magenta You'll, teal We'll, and blue I'll vertically with the circles. 4 has magenta magenta callout: What you pay for in cursive.

1.

Schedule a free consultation.

2.

Mutually determine fit, scope, and priorities.

3.

Develop a roadmap based on your loosely defined goals.

4.

Co-create your plan over a series of meetings.

5.

Implement the changes to optimize your life.

Potential topics include:

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    Goal Clarification

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    Risk Management

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    Employee Benefits

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    Equity Compensation

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    Cash Flow

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    Investments

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    Tax Planning

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    Home Purchase

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    College Planning

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    Debt Payoff

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    Financial Independence

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    Estate Planning

Download this list of planning topics.

Scaled Finance provides advice. You would implement and monitor the changes. Additional reviews would be covered in future engagements.