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Financial Planning Process­ Investment Philosophy 

Investment Philosophy Our  investment  philosophy  is  based  upon  reason  and  academic  science.  There  are  four basic tenets to our philosophy: Returns Risks Costs Taxes

Illustration of our process In your presence

In your absence

Discovery Interview

We Analyze

Strategy Session

We Refine

Mutual Commitment  meeting

We Consult We Implement

Solution Presentation Organizational  Workshop

Find Us

103 E. Holly St, Suite 505 Bellingham, WA 98225 Phone: (360) 714­1234  Mail to: Visit Us:

Financial Planning Process-Investment Philosophy  

Our investment philosophy is based upon reason and academic science. To know more visit:

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