THE PROCESS | Matheny Advisory
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THE 5 STEP PROCESS 

1

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Conversation

Phase

1.) This first step, we discuss how money works and determine if our beliefs are compatible. 

2

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Confidential Questionnaire

2.) Complete the [ CONFIDENTIAL QUESTIONNAIRE ] so we can understand your present plan.

3

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Problem Identification

3.) We go in depth to identify all areas you're transferring wealth away.

4

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Solutions & Wealth Building 

4.) We discuss all ways to redirect wealth transfers away from you and put them back in your pocket.

5

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Installation

5.) Put into effect your plan so that you cannot lose money anymore.

Matheny Advisory is here to build massive amounts of tax free wealth, one brick at a time.

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