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5. Implement Your Plan
Depending on the nature of your goals, this step may be relatively simple or fairly complex. Some examples of implementation are setting up a 529 plan for your child, meeting with a qualified attorney to execute a will, and consolidating old 401(k) plans into a single IRA. We are happy to provide referrals and specific resources to help you in the implementation process. Filling out actual paperwork would require additional hourly fees, so we recommend that you try to do this on your own. In the event you become an investment management client, transfer paperwork would be completed for your signature.
