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The Process

There is a saying that “wealth is relative,” because we all want and need different things, but the way I see it, the process of building and protecting wealth is something that we control. 

To begin the process, you must first understand the “WHY.”

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Cloutier Wealth Management’s E3 Process focuses on exactly that – educating and empowering you, so you engage in the process of building and protecting your long-term wealth. 

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This unique and client-focused approach is built on understanding you, your goals and objectives, as well as your fears and challenges.

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Understanding you and your entire financial picture is the key to developing an on-going financial planning process that can evolve as life unfolds. It may seem overwhelming, but you don’t have to do it alone.

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