Fowler Financial Group has developed a clear and effective financial planning process called the Foundation Program™. This program is designed to uncover what you value and help you make smart choices with your money so you can do what you want, when you want.

• Determine appropriate level of cash reserves

• Eliminate debt (if any)

• Review and recommend insurance

• Allocate your investable assets

• Learn what you value and what is important to you

• Discuss your goals

• Snapshot your current reality

• Commit to implementation

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• Review your customized financial solution

• Help you understand the benefits

• Implement your plan