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OUR PROCESS

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At Curtis Financial Group we believe the essential key to achieving your long-term financial objectives is preparation. We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to get you where you want to be. However, we don't stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams.

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STEP 1 - REVIEW

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Step 3 - Develop

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Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 1 - Review

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Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

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Step 2 - Analyze

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Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

STEP 2 - ANALYZE

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Step 3 - Develop

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Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 1 - Review

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Step 4 - Implement & Coordinate

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Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

STEP 3 - DEVELOP

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Step 3 - Develop

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Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 1 - Review

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Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

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Step 4 - Implement & Coordinate

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STEP 4 - IMPLEMENT & COORDINATE

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Step 3 - Develop

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Step 1 - Review

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Step 4 - Implement & Coordinate

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STEP 5 - MONITOR

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Step 3 - Develop

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Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 1 - Review

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Monitor progress; provide ongoing service as your needs and situation change over time. Planning is an ongoing process. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

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CURTIS FINANCIAL GROUP

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3401 Mallory lane suite 400
Franklin, TN 37067

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NEWSLETTERS

THE EAGLE EYE

THE MAINSTAY MUTUAL PULSE

CURTIS FINANCIAL GROUP