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Our Process

The 3D LifeMap

Our process integrates wealth management with risk and debt management, income and tax planning, and philanthropy. Every plan is unique.

DISCOVER: We spend time understanding your perspective on money and your goals for the future.

DESIGN: We then create a customized program tailored to those needs, and through our 3D LifeMap process, we can implement your plan.

DEPLOY: Throughout the design process, we take the actions we outline for you in your 3D LifeMap, ensuring your investments stay on course with your goals.

We keep your 3D LifeMap on track with constant adjustments and monitoring through critical life and financial events.

Cape Cod Wealth Strategies, LLC, and the 3D LifeMap follow our proven process to ensure your goal of financial independence. Learn how we apply this process to Business Planning, Financial Planning, and Wealth Management.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (774) 470-1756