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Critical Financial Events

 

Critical Financial Events

Your financial life is much more than your portfolio. That is why we use a concept called Critical Financial Events. Critical Financial Events are anything and everything that can affect your finances, either now, or in the future that could help create or hinder your ability to have the life you want..

Critical Financial Events are sometimes predictable and planned but are more often random and they can have a profound impact on people's lives.

Your life will have its own pattern of Critical Financial Events. Our work is to help plan for predictable events and to soften the blow for those we can't.

Critical Financial Events