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Inspired by our love of people  and their personal stories, we enjoy getting to know our clients. This  might be our favorite step of the process because we learn what truly  matters to you, not just financially, but in life. What makes you tick?  What are you passionate about? Where do you find inspiration? From our  deeper appreciation of who you are, we take a look at your current  financial situation and discuss what your goals are short term and long  term.  We also want to know what keeps you up at night!