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Our Process - Step 1: Strategic Planning

Client Centered

This initial step starts with us learning about you and your background, goals, and financial profile. We also use this step to create a custom financial plan, allowing you to better define your financial goals. Only then can we identify the necessary steps to achieve them. RWA gives you access to our online, secure Planning Portal, which allows you to see your total financial well-being picture, with real-time updates and checkpoints to ensure we are still on track to accomplish your goals.