Welcome
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JYC Financial

Welcome
Get Started
November 27, 2014
Guest User

6. Implementation & Monitoring

November 27, 2014
Guest User

We’ll work with you and your advisory team to determine who is responsible for which tasks, build a timeline, and create a custom monitoring schedule to make sure everything happens as planned.  We’ll review the results of each step, and make alterations to the plan as we move forward.

November 27, 2014
Guest User

Guest User

5. Plan Presentation Meeting
7. Annual Updates
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