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Gitterman Wealth Management logo
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financial

Planning

The guidance you need wherever your life takes you

We work with you to develop your first financial plan, ease into retirement, explore your legacy, and whatever else may arise when “life happens.”

A chart detailing our approach

Your customized financial plan is created to help you realize your personal goals. Our approach captures the following:

We start with data-gathering to better understand your circumstances and objectives. From there, we build your plan, make recommendations, and work in partnership to implement the steps necessary to reach your goals.

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