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This is about getting to know you, your family, your existing financial situation, and exactly what you’d like to do and where you’d like to go. It’s also an opportunity for you to determine whether you’d like to hear more.
This looks at the areas our team believes we can add value and highlights what’s possible to achieve when you begin to act. At the end of this meeting is where you determine whether Endeavour is a fit for your needs.
Building off the two prior meetings, this is where you begin to work on the blueprint for your comprehensive financial plan. We encourage clients to set no limits to their dreams and goals. Following this meeting, we engage our team of professionals to ensure we deliver professional advice, the best advice related to all of your goals and needs.
Through regular communication and interaction, we will adapt your plan to keep up with your changing life. We’re here to serve you exactly the way you’d like to be served. This means you can be as involved or as hands off as you’d like to be.
