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Regular communication with your advisor helps you stay on track with your savings goals. Here%u2019s how we serve our clients:%u2022 Onboarding %u2013 We meet to explain the process, deliver contracts, transfer assets, and schedule initial meetings.%u2022 First year %u2013 We meet 6-8 times to address priorities, document your vision, and create an investment strategy.%u2022 Ongoing %u2013 We meet at least twice a year to review your portfolio and address priorities.Question 4 WHAT WILL A YEAR WITH MY FINANCIAL ADVISOR LOOK LIKE?%u201cI feel that the growth of my account has been substantial and strategic over the past couple of years. Ruzanna has managed my money well with long term strategies in mind to maximize my returns. I feel that the level of support I receive from Ruzanna regarding my investments has been excellent. The regular check-ins every few months are extremely beneficial for assessing my progress and updating her on my financial goals. At the age of 25, I found myself in a comfortable financial position and the events in my life I am able to handle with ease due to the implementation of her strategies and accountability. I am confident that Ruzanna can significantly impact my long term wealth because I have time and strategy on my side as powerful advantages. She not only assists me planning for my personal investments, but my business ventures making it a seamless experience. I feel supported in many ways by Ruzanna%u2019s investing expertise, data based resources, and the fact that she embraces new technology. I admire her role as a female in finance, empowering other women entrepreneurs to achieve independence and build wealth for their futures. She enables the ultimate confidence boost. Financial freedom is power.%u201d %u2014 LilyGrace York