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THE FISCALIS' PLANNING PHILOSOPHY

For your financial plan to be most successful, it must rationally and rigorously connect where you are today with where you want to be tomorrow. Unlike the paper plans of yesterday which are mostly obsolete as soon as the ink is dry, the Fiscalis plan is fully dynamic. This allows you to visualize and test your assumptions as you fully consider your options for moving forward.

To do this most effectively, it is of utmost importance to fully understand your goals and resources. After this is accomplished, it becomes possible to begin considering potential obstacles, followed by rationally constructing your goal achievement, and implementation plan.

Working in this manner, the financial plan becomes both a blueprint for your goal achievement and a rationale for your investment plan. My role as your advocate and guide, is not only to educate you, but to keep you on track and facilitate your progress through smart tax and money management.

I'll provide course corrections as required, and speed your progress by helping you avoid the pitfalls and mistakes so commonly experienced by those pursuing their financial well-being through trial and error.

After all, the best experience you can benefit from is someone else's, and a dream without a plan is merely a wish!

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Financial Guidance for Life

 
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Fiscalis advisory, Inc. • 30320 Rancho viejo road, suite 100, San juan capistrano, ca 92675 • P: (949) 429-5995 F: (949) 429-5996

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