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Our Process

Data Gathering

A critical first step; gathering information beyond just your finances. With tactical questions, we uncover Goals, Concerns, and Opportunities for your future.

Protection Anaylsis

Our top priority: "Protection: First, Fully and Forever" Before we can provide financial strategies for your "tomorrow", we must protect your "today" such that one disaster doesn't dismantle your progress.

Cashflow Strategy

Our process adds velocity to your cashflow; providing additional output without requiring additional input. We believe that "Money in Motion" is key to creating a generational legacy.

Implement & Review

Everyone deserves a chance to vote. We educate our clients, encouraging them to make the final decision without ever feeling "sold". Once we've decided on a plan, we set it in motion, following up with an annual or semi-annual review.

Ready to Start the Journey?

Contact an Inspire Financial Professional today to schedule your initial consultation.

info@planwithinspire.com | 918-948-6200

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