Timeline Type 11

Talha Aziz

Steps Panel

Schedule a Call

A lifelong relationship begins with your first call. Reach out, and we’ll take the time to understand your needs, wants, and concerns. If it feels like the right fit, we’ll connect you with an advisor who’s ready to guide you through the process.

Talk to an Advisor

We’re here to get to know you on a deeper level. Together, we’ll review your current financial picture and have thoughtful discussions about your goals for the future, ensuring every step is aligned with what matters most to you.

Create a Plan

We know that life can be unpredictable—we’ve been there too. We’ll create a flexible financial plan designed to handle both expected and unexpected events so you can feel secure no matter what life throws your way.

The above block is copied from the site: https://clgwmdev.wpenginepowered.com/universal-components-library/

Pattern HTML

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<h2 class="wp-block-heading">Steps <mark style="background-color:rgba(0, 0, 0, 0)" class="has-inline-color has-five-color">Panel</mark></h2>
<!-- /wp:heading -->

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<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:16%"><!-- wp:image {"id":176,"sizeSlug":"full","linkDestination":"none","align":"center","className":"mobile-align-center"} -->
<figure class="wp-block-image aligncenter size-full mobile-align-center"><img src="https://clgwmdev.wpenginepowered.com/wp-content/uploads/2025/06/Group-98.png" alt="" class="wp-image-176"/><figcaption class="wp-element-caption">STEP 1</figcaption></figure>
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<!-- /wp:column -->

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<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":4,"style":{"elements":{"link":{"color":{"text":"var:preset|color|five"}}}},"textColor":"five"} -->
<h4 class="wp-block-heading has-five-color has-text-color has-link-color">Schedule a Call</h4>
<!-- /wp:heading -->

<!-- wp:group {"layout":{"type":"constrained","contentSize":"675px","justifyContent":"left"}} -->
<div class="wp-block-group"><!-- wp:paragraph -->
<p>A lifelong relationship begins with your first call. Reach out, and we'll take the time to understand your needs, wants, and concerns. If it feels like the right fit, we'll connect you with an advisor who’s ready to guide you through the process.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:group --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

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<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:16%"><!-- wp:image {"id":175,"sizeSlug":"full","linkDestination":"none","align":"center","className":"mobile-align-center"} -->
<figure class="wp-block-image aligncenter size-full mobile-align-center"><img src="https://clgwmdev.wpenginepowered.com/wp-content/uploads/2025/06/Group-99.png" alt="" class="wp-image-175"/><figcaption class="wp-element-caption">STEP 2</figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"center","width":"","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":4,"style":{"elements":{"link":{"color":{"text":"var:preset|color|five"}}}},"textColor":"five"} -->
<h4 class="wp-block-heading has-five-color has-text-color has-link-color">Talk to an Advisor</h4>
<!-- /wp:heading -->

<!-- wp:group {"layout":{"type":"constrained","contentSize":"676px","justifyContent":"left"}} -->
<div class="wp-block-group"><!-- wp:paragraph -->
<p>We’re here to get to know you on a deeper level. Together, we'll review your current financial picture and have thoughtful discussions about your goals for the future, ensuring every step is aligned with what matters most to you.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:group --></div>
<!-- /wp:column --></div>
<!-- /wp:columns -->

<!-- wp:columns {"verticalAlignment":"center","animationsForBlocks":{"animation":"fade","variation":"up","once":true,"mirror":false,"easing":"linear","delay":600},"className":"step-three-row","style":{"spacing":{"margin":{"bottom":"0"},"padding":{"left":"var:preset|spacing|200"}},"border":{"radius":"5px"}},"backgroundColor":"first"} -->
<div class="wp-block-columns are-vertically-aligned-center step-three-row has-first-background-color has-background" style="border-radius:5px;margin-bottom:0;padding-left:var(--wp--preset--spacing--200)" data-aos="fade-up" data-aos-delay="600" data-aos-easing="linear" data-aos-once="true"><!-- wp:column {"verticalAlignment":"center","width":"17%"} -->
<div class="wp-block-column is-vertically-aligned-center" style="flex-basis:17%"><!-- wp:image {"id":174,"sizeSlug":"full","linkDestination":"none","align":"center","className":"mobile-align-center"} -->
<figure class="wp-block-image aligncenter size-full mobile-align-center"><img src="https://clgwmdev.wpenginepowered.com/wp-content/uploads/2025/06/Group-100.png" alt="" class="wp-image-174"/><figcaption class="wp-element-caption">STEP 3</figcaption></figure>
<!-- /wp:image --></div>
<!-- /wp:column -->

<!-- wp:column {"verticalAlignment":"center","width":"","style":{"spacing":{"blockGap":"var:preset|spacing|15"}}} -->
<div class="wp-block-column is-vertically-aligned-center"><!-- wp:heading {"level":4,"style":{"elements":{"link":{"color":{"text":"var:preset|color|five"}}}},"textColor":"five"} -->
<h4 class="wp-block-heading has-five-color has-text-color has-link-color">Create a Plan</h4>
<!-- /wp:heading -->

<!-- wp:group {"layout":{"type":"constrained","justifyContent":"left","contentSize":"676px"}} -->
<div class="wp-block-group"><!-- wp:paragraph -->
<p>We know that life can be unpredictable—we’ve been there too. We’ll create a flexible financial plan designed to handle both expected and unexpected events so you can feel secure no matter what life throws your way.</p>
<!-- /wp:paragraph --></div>
<!-- /wp:group --></div>
<!-- /wp:column --></div>
<!-- /wp:columns --></div>
<!-- /wp:group -->

Pattern CSS

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    left: 0;
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    top: 65px;
    color: var(--wp--preset--color--two);
    font-size: 24px;
    font-weight: 500;
    line-height: 30px;
    text-transform: uppercase;
    text-align: center;
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