Since your situation is unique, the appropriate plan of action or process is designed with your plans and goals in mind.
The number of meetings and conversations necessary will vary based on your needs. However, it is not uncommon for several meetings to be required.
Remember, this will be a journey as opposed to a destination, so changes will need to be made along the way.
Steven Aberblatt, CPA, Certified Financial Planner ™ Practitioner
6820 Horrocks Street, Philadelphia, PA 19149
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