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Experience a Partnership

Tailored to Your Long-Term Needs

What Does it Mean

To Work With Massie Financial Planning?

Financial planning is an ongoing process and, like a series of good therapy sessions, should help you to feel clear about your path ahead. Our team is focused on learning about you in order to offer knowledgeable guidance and apply meaning to your wealth picture. Together, we’ll design a personalized plan to help you accomplish the goals you have in mind as you tackle the moment you’re in.

While Every Client Is Different

Here’s an Overview of What To Expect:

Step 1:

Introductory Meeting

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Step 2:

Discovery Meeting

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Step 3:

Deeper Dive Meeting

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Step 4:

Onboarding Meetings to Implement Plan

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Step 5:

Maintaining Our Relationship

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Discover How Our Services

Apply to Your Circumstances

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