Page 8 - Ocean 6 Client Welcome Pack
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01. 02.
I M P L E M E N T A T I O N O N G O I N G A D V I C E
When it's time to bring your Our support for your
Blueprint to life you can financial future doesn't
relax knowing we have stop after implementation
NEXT STEPS everything under control. is complete.
The first 90 days are spent Throughout life, your goals
getting you set up for and lifestyle will change.
WHAT TO EXPECT AFTER financial freedom by As you navigate these
organizing your customized events, we’ll be by your
YOUR BLUEPRINT IS
investment portfolio and side to take care of all
COMPLETE insurance strategy. The rest things financial.
we do with the help of a
network of trusted financial An agreed ongoing
specialists including advisory service will
accountants, mortgage initiate 90 days after your
advisors, and private final Blueprint meeting.
bankers.
