DBT360 Financial Plan

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Debra developed her DBT360 financial planning process as a reflection how we see our role in our clientsâ?? lives. We stand with each client and then look from the inside out, on all sides, and with all risks and resources accounted for. The DBT360 helps our clients build a framework for thoughtful decisions about their money, allowing them to shortcut years of wondering what to do, and instead say â??This is the best decision for me today."