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Our objective is to simplify complex situations

Our process should feel like a layered conversation
The SkyBlue Wealth Navigation System
01
First contact We're interested to learn how we can help and discuss a possible fit.
02
Discovery We'll work together to identify your goals and objectives and collect data for analysis
03
Base case We develop your base case plan and assess the strengths and opportunities
04
Iterations We'll simulate alternatives and changes that may have broad impacts on your plans
05
Try on This is a phase rather than a step that gives us a 12 to 18 month opportunity to connect for a deeper dive into plan layers and nuances
06
Ongoing The SkyBlue Wealth Method is a long-term cycle that repeats. Internal or external change will happen. We will be proactive and adaptive in updating your course
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