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Fiscalosophy

"Our goal is to help our clients use their financial resources to live the best life possible."

The first exercise we call the "Fiscalosophy" conversation.

We've found that each person has their own perspective on 8 key aspects of money. During this conversation, we will answer the question: "What are your perspectives on money and how did you arrive at them?"

It is important that we understand and appreciate how you think about money including how you got to where you currently are. Just as you can’t expect your doctor to diagnose what’s wrong with you without knowing your complete medical history, it is difficult for us to develop a comprehensive plan without knowing your “Fiscalosophy”.

How you think about money is just as important as how you manage it.

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