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We recognize that engaging in a financial planning process can be overwhelming. Finding the right professionals whom you can trust and will force you to step outside your comfort zone to make tough decisions and develop financial discipline often leads to procrastination.


Why Is Our Process So Powerful? The Jacobi Method focuses on what we refer to as AAI:


We do a deep dive into your financial needs and goals along with an analysis to determine if your current plan is performing as intended. We then prioritize critical planning areas and strategies and create a timeline for implementation. A small detail that you deem insignificant can make a big difference


Nothing is left to chance. We hold ourselves accountable and help hold you and other advisory team members accountable to stay on task and deliver on key planning objectives. Gaps and overlaps in a financial plan can often occur without a lack of collaboration and accountability. Our process reduces this risk.


The impact our process has on your finances should be measurable. Our goal is to put each client in a better position financially than they were prior to partnering with us

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