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Our Process

Holistic | Strategic | Transformational

Monarch LifeStyle

Informed Beginning

Take your bearings. The Informed Beginning helps you discover where you are today and helps us understand the opportunities and challenges you face.

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Focused Future

Begin with the end in mind. Together we will set goals that are specific and measurable; always keeping in mind what is most important to you.

Charting the Course

Everyone needs a plan. We will create an overall plan that is holistic and strategic to help you work toward your goals; a plan that will provide flexibility when headwinds or tailwinds come your way.

Taking Flight

A plan is just a dream if action is not taken. Actions lead to the transformation our clients desire. We will help you keep focused on your goals and help you take the steps needed to experience transformation for yourself.

Staying Connected

Staying connected matters. Financial planning is a process that changes and evolves…..because life happens! Staying connected through face to face meetings, technology, client events, social media and yes, even snail mail. We embrace all the ways we can stay connected to assure your plan stays on track.