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eMoney Advisor – Your Greatest Assets Director: Lauren Milewski Designer/Animator: Ahmad Ajouz Time. For most of us it passes too quickly. Seems like just yesterday the kids were in diapers doesn't it? If you blink you miss it. The first birthdays

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Page 1: financialpicture.comfinancialpicture.com/.../word/YourGreatestAssets.docx · Web vieweMoney Advisor – Your Greatest Assets Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

eMoney Advisor – Your Greatest Assets

Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

Time. For most of us it passes too quickly.

Seems like just yesterday the kids were in diapers doesn't it?

If you blink you miss it.

The first birthdays

Page 2: financialpicture.comfinancialpicture.com/.../word/YourGreatestAssets.docx · Web vieweMoney Advisor – Your Greatest Assets Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

first days of school

graduations

weddings

and first homes.

Page 3: financialpicture.comfinancialpicture.com/.../word/YourGreatestAssets.docx · Web vieweMoney Advisor – Your Greatest Assets Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

You've worked hard, built a beautiful life for your family, and enjoyed all the big and small moments in between.

But with a life well lived comes increased complexity in your finances.

Do you know where everything is and what it's worth?

Are you set up to transfer wealth to your family?

Are they equipped to receive it?

Page 4: financialpicture.comfinancialpicture.com/.../word/YourGreatestAssets.docx · Web vieweMoney Advisor – Your Greatest Assets Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

How can you ensure all your assets are being managed and everything is being looked after?

We can help. It's what we do.

We'll work with you to ensure you have a clear picture of everything you own

and put a plan in place to help you easily manage every aspect of your financial life.

Page 5: financialpicture.comfinancialpicture.com/.../word/YourGreatestAssets.docx · Web vieweMoney Advisor – Your Greatest Assets Director: Lauren MilewskiDesigner/Animator: Ahmad Ajouz

We'll help you plan for today, tomorrow, and all that's still to come.

We know the time spent together is precious –and it goes by way too fast.

Let us help you manage your finances so you can focus on the assets that matter most

your family.”