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Step 5: Build a Roadmap

We do this step when and if you’re ready sometime in the future. The idea being, the more money you acquire, the more decisions you have to make around taxes and how to use those earnings (and savings). Again, all road maps look different since every client has unique needs and an individual vision for their lives. Ultimately, we want you to be the kind of business person who has money to move around. Your Roadmap is how we plan and track that progression.

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