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Four Levels of Planning

All of our clients have unique concerns and very specific planning goals. Over the years, however, we have found that certain generalizations can be made and, as a result, we have created a four-level planning process. Each level can be tailored to your individual needs, and the process as a whole provides a convenient, easy to understand starting point for our discussions. To learn more about our four-level planning approach, Click Here to download PDF.