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Mark H. Johnson; CFP, AEP, CDFA, CEPA, JD, MBA

Mark H. Johnson; CFP, AEP, CDFA, CEPA, JD, MBA

Founder & Financial Advisor

Most people are a little nervous before the first conversation. That’s normal.

So we start where The Next Chapter™ Process starts — with a conversation. No documents to dig up, nothing to prepare, no pressure. Just a chance to talk through what’s on your mind and find out whether we’re the right fit for each other.

First conversations are at no cost and no obligation. Pick whichever one fits you