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What to

Our Process

When you work with Bailley Group Wealth Management, we follow a specific template to make sure we cover everything in a timely and efficient manner. Our first meeting is designed to be casual and relaxed. Our goal is for us to get to know each other and find out what it is you want to accomplish.

Our planning process generally follows a similar path:

Get to know each other / discovery

Data gathering

Findings / recommendations

Clarification / implementation

Reviews / adjustments - ongoing proactive management