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RWA Process

These steps will consider every aspect of your financial well-being, helping to give you peace of mind in any financial situation. It’s crucial to understand the intricate relationships between the various disciplines like taxes and investments.

Understanding how each subcategory impacts one another allows us to create a plan for your unique financial profile minimizing any blind spots.

We have applied our many years of professional expertise to create the Renaissance Wealth Advisors 8- step process. We pride ourselves that this 8-step process addresses those aspects which can greatly affect your financial well-being. We outline our process below and on the following pages: