Steps to Financial Success is our proven approach to customized financial planning.
It spells out our step by step simple-to-understand-and-implement approach to achieving financial freedom and security. We can work with you by phone, in-person and/or by email as appropriate in each step.
We will explain the financial planning process, more about our Fee-Only commitment, and learn a bit about you.
Ask them! We are pleased to discuss how we can help you.
If we feel our firm can meet your needs, then we will schedule a no obligation, Get Acquainted meeting.
To help us serve you, we provide a Confidential Questionnaire for you to bring to our meeting. We also have a one page Fitness Survey that can help up think about other items to discuss.
During our ½ hour meeting we will ascertain your goals and financial issues, and we will both decide if we will be the financial team you need.
As we conclude, you will receive a Service Agreement and fee estimate. If you choose to retain us then we will take your signature and a deposit of ½ the fee estimate or $500, whichever is least.
We will identify any documentation necessary to prepare your plan.
More than likely, we will have an interim talks or communication via phone or email.
Questions will be answered or additional documents requested so we can finalize the analysis of your situation.
We will meet and your individualized report will be explained.
Interactive discussions of observations, analysis, and recommendations.
You will take home your personalized, written plan, and provide remaining payment.
Following the detailed action directives from the presentation, you will implement your plan with agreed upon assistance levels as needed.
We anticipate you may have additional questions as you proceed; an hour of follow-up is included in your plan.
Similar to managing other aspects of your health, “financial check-ups” are an important part of the process. We recommend annual reviews or as life changes necessitate. Implementation assistance is also available upon request.