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What to Expect

Once you’ve decided CRA Financial is the right fit for you, we’ll set up your account at either Fidelity or Charles Schwab. 

We will understand your needs and objectives and design a custom portfolio to help you achieve your goals. We encourage ongoing communication to confirm that your personalized strategy remains the right strategy for you, and we proactively communicate our thoughts regarding the capital markets through quarterly updates. You are provided with online access to your accounts.

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