Our goal at Stafford Financial is to help you reach your goals. What does that mean? Well, let me try to break it down into a couple bullet-points.

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• Discovery - This is the first and most crucial step. This is where we identify your goals and find out what's most important to you.

• Plan - Once we're all on the same page as to what you actually want your money to do, we can make recommendations to help you achieve those goals as quickly as possible, and put it into a simple, easy to follow plan.

• Implement - Now we can put your money into action. When your financial plan is aligned with your goals, it makes more sense, and your goals feel more attainable.

• Review - We don't just want to give you a plan and send you on your way. We will continue to work with you and revise and update your plan as necessary. 

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One other note; we are a fee-only firm! That means we don't sell ANY commission-based products, and are able to work with clients who don't have a lot of assets.