Personal Planning Process
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Helpful Resources for College Planning
A proven process, personally
focused on you.
Wealth management can only succeed if it truly represents your needs, resources, responsibilities, and goals. At Ellis Capital Management, every relationship begins with a series of five meetings.
1) Discovery Meeting:
2) Plan Review Meeting:
3) Mutual Decision Meeting:
4) 45-Day Follow-Up:
5) Regular Progress Reviews:
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Firm Brochure (Part 2A of Form ADV)