Under the careful and watchful eye of your Trusted Financial Advisor, your team will design your custom written lifetime financial plan, put your plan into action, monitor your plan, and meet with you regularly to keep you on track. This is done to ensure that your financial house will always be in perfect order and stays that way.
Our Ten Client Deliverables
Your team uses your personal values and goals as a guide for creating your written lifetime financial plan. Over the past decade Catalano Financial has created “The Ten Deliverables” (a deliverable is our term for the specific services we provide), which are supported by a proprietary detailed checklist of 101+ items. We do this so we miss nothing.
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