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Financial Planning Done Differently
EVOKE Life Planning Process
Who can be a client?
What can you do for me?
What's it going to cost me?
What planning will we do?
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What are the most essential elements of a fulfilled authentic life for you? Let’s plan for that.
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Get a bit of education while seeing America’s wilderness with these video shorts.
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Your choice of hourly or set monthly fees with no minimum portfolio size.
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Who Can be a Client?
Location-independent meetings (phone or video) and flexible times for your convenience.
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