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1Nsight Process

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For most people, living life to the fullest doesn’t mean traditional retirement anymore – it means protecting and growing your assets so that you can do what you love – something we call work-optional. For some, work-optional is spending time with family and for others, it may be a new career that pays less but is a passion project. During the 1Nsight Process, we work hard to understand your value system and how it shapes your life, your decisions, your goals, and your passions. We spend time listening to you, learning what it costs to be you, and understanding your family and its dynamic to determine not only how long you will need to work but walk through every step of the plan to get there.