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Consultative Wealth Management Process

Ryan Hobbs Investment Services, Inc. 
Wealth Management Consultative Process

DISCOVERY MEETING
Complete discovery process

INVESTMENT PLAN MEETING INVESTMENT PLAN AND IPS
Diagnostic of current situation, our recommendations for moving forward and details on our investing approach

MUTUAL COMMITMENT MEETING
Confirmation of commitment

45-DAY FOLLOW-UP MEETING
Account paperwork organization

REGULAR PROGRESS MEETINGS
Review of progress and implementation of wealth management plan


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