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Talk to a Commas advisor
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are the right fit for you!
Meet again to talk about your goals and your vision for the future. Then we’ll unpack any existing financial accounts so we can start crafting your financial plan.
- Emergency Fund
Talk with your advisor to walk through your financial plan and our recommendations for how you can meet your goals.
Meet with your advisor to move lump sum amounts, set up monthly savings, and finalize your plan.
Check in with your advisor to go over your insurance and estate needs.
Plan to meet with your advisor at least annually to check in and make any necessary changes to your financial plan.