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Let's start a conversation

To get started with your complimentary consultation, please provide your contact information and we will contact you within 24 hours. Thank you, we look forward to discussing your needs.

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Here's what to expect

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Start with a conversation

A Basepoint expert will call you within 24 hours.  They'll take time to hear more about your needs and facilitate a connection with an advisor best suited to your circumstances.

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Meet your CFP® Professional

You and your CFPⓇ Professional at Basepoint will schedule a complimentary introduction and discovery meeting to kick off the process. 

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Design your plan

Your personalized plan will develop a solid foundation for financial success in every aspect of your life.  Led by your CFP Professional, your advisory team will develop plans, help you with implementation, and keep in contact regularly.

Learn more about our proven process for guiding you to financial success.

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