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The Enjoy More BlueprintTM

STEP 1: Meet and Share Goals

STEP 1: Meet and Share Goals

Your goals that would bring happiness and peace of mind

STEP 2: Optimize Resources

STEP 2: Optimize Resources

Protect Your Family, Maximize Assets, Limit Taxation

STEP 3: Realize Clarity

STEP 3: Realize Clarity

Visually see the track you're on and simple actions to improve it

STEP 4: Enjoy Living

STEP 4: Enjoy Living

You are confident in your path with a whole team looking out for your well being - now go enjoy life.

Case Study: Young Professional Family - Enjoy More 30s<sup>TM</sup>

Case Study: Young Professional Family - Enjoy More 30sTM

John and Sarah just turned 30, have two young children, and are starting to progress in their careers. 

Up to this point they have not paid all that much attention to their financial situation.  They have a house, some insurance through work, and throw some money into their company work plans, but are questioning if they are really situated correctly now or for the longer term.

This represents a hypothetical situation and does not involve any actual client of the firm.  It is for illustrative purposes only to show how The Enjoy More Blueprint process could be utilized, not to guarantee any results of any kind.


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Case Study: Family 10 Years from Retirement - Enjoy More 50s<sup>TM</sup>

Case Study: Family 10 Years from Retirement - Enjoy More 50sTM

Bill and Jennifer are about to hit 55, are at the height of their careers, and their last child is just finishing college.

They can feel retirement finally closing in, and have been saving for quite some time now towards it.  While they have what they feel are pretty significant assets built up, they are not sure if they are on pace 10 years from now to be able to fund how they want to enjoy retirement for the long term.

This represents a hypothetical situation and does not involve any actual client of the firm.  It is for illustrative purposes only to show how The Enjoy More Blueprint process could be utilized, not to guarantee any results of any kind.


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