A Year of You™ – For single clients just starting out managing their own money, with basic planning needs and who meet certain other criteria, the Firm offers financial guidance to help you build your own financial plan a step at a time. It’s your first job, first retirement plan, first time managing your finances and you want to learn how to do a good job. It’s a year of planning broken into manageable actions, and a fixed annual fee is broken into manageable monthly payments, too. Think of this as a journey with a Compass.

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