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Building your Financial Plan | Redstone Wealth Management

Building your Financial Plan

For today's video, we have the next installment in our Redstone Wealth Management Planning Process series.

The first step toward having a completed financial plan is filling out our Pre-meeting Questionnaire. This video shows what information we are collecting, why it is important and how your data is used to build a customized and unique plan.

If you are interested in a complimentary Sample Plan, please don't hesitate, reach out to us today.


Phone: (405)844-9933


Thanks for watching, see you next time!

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