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Our Process

Our services are customized for each client, in coordination with their advisors and family members. The process is designed to help move you step-by-step from where you are now to where you want to be.

Discovery Conversation

Our first step is our Discovery Conversation.  This is your opportunity to share your vision for what you are looking for in an advisor relationship and how you want your life to work financially.

Action Meeting

The next step is the action meeting, it is our time to review your existing plan and documents and start the plan of action to make it all happen.

Collaboration Meeting

As with any new relationship, the next phase is our opportunity to meet with our team of specialists and your advisors to address all aspects of your financial plan.  This is our opportunity to make sure we are clear on where you are and where you want to be.






Have a Question?

Symphony Financial Team is built around providing first class service and guidance that is not predicated on selling a product. Please visit our Request A Conversation page.

Important Information

Symphony Financial Team is an independent firm.

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