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Licciardello Financial Services

Licciardello Financial Services

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    • tom@compasscapital.co
    • Crissy@LFSPlans.com
  • SEI Client Login
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  • Your Compass
  • Your Coaches
  • Employee Benefits
  • Best Ideas
  • Contact

Discovering the Road to Financial Wellness

Discover What Working Together Looks Like

Your Journey

Discovering the road to financial wellness begins with an exploration of financial goals, aspirations, and understanding of what a life well-lived means to you.

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Your Compass

The first, and most important step on the road to financial wellness is the development of a plan that reflects your goals, your philosophy, and your aspirations.

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Transparency

We know that total transparency engenders trust, and we pledge that our clients will have a clear view of the financial planning process and cost of services provided.

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What Working Together Looks Like

1

Getting to
Know One Another

2

Goals and
Expectations

3

Beginning
the Plan

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© 2023 Licciardello Financial Services