Page 7 - Financial Life Inspection™ 12/2024
P. 7
Your Experience
Deep dive into your ‘WHY’ to uncover
The
Goals your family goals
Conversation ®
Upload documents to your secure
Upload Pacific Capital Portal
Documents
Our team will get to work on the analysis
The and in building your plan
Financial Life
Inspection ®
Understand your plan and the
recommendations toward your financial
The
Strategy freedom
Conversation ®
Fiduciary management and implementation
of all recommendations uncovered in your
Financial plan
Security
7
