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TIME PARAMETERS
Our timeline is efficient, and streamlines
the entire planning progression.
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Thom Rogers
J.D.,C.P.A.
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| Post
Engagement 120 Days and Beyond |
Family
Office |
| The
Engagement 30 to 120 Days |
Implementation |
| Enhanced
Book |
| Preliminary
Book |
| Building
the Plan |
| Analyzing
& Testing |
| Pre-Engagement |
Formulate
Engagement |
| Initial
Visit |
| Reviewing
Data |
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