WEBVTT

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Over the years, we've interacted with
many, many different families, and what we

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have found that we've been most successful
when we take the time to really get to

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know our clients, to know their
children and their circumstances.

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So then when we're working with them,

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we're able to really dig in and
develop the most comprehensive plan.

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We are thrilled to be able to grow our

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practice incrementally over time so that
we can pay close attention to each and

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every one of our clients, so that we
get to know them on a one to one basis.

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We get to know their families, because
what we do is not just for our clients.

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It's for their children, their
grandchildren, and generations to come.

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We have a team of five individuals that

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work very closely hand
in hand with each other.

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Everybody has their own set of expertise
that they bring to the practice.

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Paula and I have our certified financial
planning certification, and Elena, Kristen

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are all very experienced individuals
in their respective fields.

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And so together, we bring a high level of

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education to what each of
us does in the practice.

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Well, our 360 degree asset management
approach really is designed so that we

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first uncover all the areas that might be
necessary to address with a client plan.

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We want to take a look at the assets they

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have today, their goals, their needs over
their lifetime, and then we take a look at

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how we can best pull all those areas
together under one comprehensive plan.

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But what I find to be most enjoyable is
getting to know the wonderful clients and

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friends that we have that we've had the
opportunity and pleasure of working with

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for many years, and really
being their trusted advisor.

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So when they're sitting there making a

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life decision, we're the first person they
call because they want to get our input

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into how this decision vision is
going to impact their life plan.