SMART Process
Every big decision should be a 'SMART' decision. Let's get started.
SMART Process
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Step 1 - Call
If you are on this page that means you've successfully completed step 1. Great job. Often times starting is the hardest part. Let's keep moving.
Step 2 - Homework
It's time for you to get your hands dirty. In this step you will find and share information about your financial life. I know its a lot but we are tackling big questions so we need the best information.
- Information Sheet
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