What to Expect When Becoming a Client of TwoTen Planning

The videos and screenshots below provide an overview of the onboarding and ongoing financial planning processes for tech executive clients of TwoTen Planning.

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Welcome Video:

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3-Step Process For New Clients (Year 1):

This video provides an overview of the 3-step process for becoming a client with TwoTen Planning.

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Ongoing Financial Planning Process (Year 2 and Beyond):

This video provides an overview of the ongoing financial planning process and annual service plan for clients of TwoTen Planning.

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Screenshots:

If you would like to see the screenshot images, please see below.

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The foregoing content reflects the opinions of TwoTen Planning and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as financial, legal, tax, or investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee or assurance that diversification, strategies based on Nobel prize-winning research, or any investment plan or strategy will be successful. Consult an estate attorney or qualified tax professional for specific advice relating to those respective areas.