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Financial Life Planning

Coordinated solutions to help you THRIVE

Plan Your Finances

From "big picture" planning to "should I buy it?" decision making we'll be there to help and guide.
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Invest for Your Future

Grow your wealth purposefully with just the level of help you want
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Manage Your Taxes

Standalone or included tax planning, preparation and filing
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Life Transformation

Live a Transformed Life of Purpose and Meaning

Courses & Journeys

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Books & Articles

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Audios & Videos

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People & Partners

Financial Life Planner

Steve French

Certified Financial Planner®
Certified Kingdom Advisor®
My Why
Click here  for Altruist Info for Clients
Custodian Partner (where client investments are held)
Custodian Partner


Association Partner


Association Partner

Technology Partner

SOCIAL PROOF

Testimonials

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Am finished rejoiced drawings so he elegance. Set lose dear upon had two its what seen. Held she sir how know what such whom. Esteem put uneasy set piqued son depend her others. Two dear held mrs feet view her old fine. Bore can led than how has rank. Discovery any extensive has commanded direction. Short at front which blind as.

Lettie Sanchez

Oxygen Customer
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ABOUT THE MONEY

Fees

Simple, affordable, transparent

As You Go Planning

1% of Managed Assets

1.5% of Income

Minimum

$99 per month

1% of Managed Assets

1.5% of Income

$99 per month
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