Planning Assessment
A three step introductory process works like this:
Step 1: Click the Planning Assessment button below to begin a guided questionnaire to provide relevant personal and financial information. Once received we will schedule a 15-30 minute phone call to discuss the planning you are looking to put in place, as well as clarify any details to provide the most accurate assessment.
Step 2: During this one hour meeting we will focus on your goals, needs, and any concerns you have. A lot of questions, and information sharing.
Step 3: Review your personalized Planning Assessment. All of the information provided will be consolidated, and reviewed at which point I will offer my findings and recommendations. Essentially, this meeting will be used to outline and the process to move forward.
Under no circumstances will there be a hard sell for you to say yes. I am looking for long term partners, not transactions.
Planning Assessment
If you are still unsure and have more questions? Keep reading......
FAQ
how do you get paid?+
TO FIT YOUR LIFE PLANNING STAGE I EARN COMPENSATION IN THE FORM OF:
□ ASSET MANAGEMENT EXPENSE
□ COMPREHENSIVE FINANCIAL PLAN
YOUR PERSONALIZED FINANCIAL PLAN WILL INCLUDE REVIEW, AND PLAN OF ACTION OF THE FOLLOWING AREAS
CASH FLOW ANALYSIS AND REVIEW
INVESTMENT MANAGEMENT
MAJOR PURCHASE/SALE
INSURANCE AND RISK MANAGEMENT
TAX PLANNING
ESTATE PLANNING
RETIREMENT SAVINGS OPTIMIZATION
HEALTH CARE EXPENSE PLANNING
YOUR FINANCIAL PLAN WILL BE A ONE YEAR ENGAGEMENT WITH ONGOING ADVICE AND IMPLEMENTATION AS YOU NEED.
PLANS STARTING AT $1,600.00
□ COMMISSION EARNED FOR IMPLEMENTED PLANNING STRATEGY
TO FIT YOUR LIFE PLANNING STAGE I EARN COMPENSATION IN THE FORM OF:□ ASSET MANAGEMENT EXPENSE |
What is the CFP® designation? +
□CERTIFIED FINANCIAL PLANNER™ is a voluntary designation earned by professionals who have successfully completed a comprehensive experience, education and exam curriculum.
□CFP® professionals are held to a higher ethical practice standard above industry requirements.
□Less than 30% of financial advisors have earned the CFP® professional designation.
https://www.letsmakeaplan.org/why-choose-a-cfp-professional
https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics
□CERTIFIED FINANCIAL PLANNER™ is a voluntary designation earned by professionals who have successfully completed a comprehensive experience, education and exam curriculum.□CFP® professionals are held to a higher ethical practice standard above industry requirements.□Less than 30% of financial advisors have earned the CFP® professional designation. |
Is there a cost for AN INTRODUCTORY MEETING? +
No! Let's talk about you, your family, your business, and whatever is top of mind. We can build from there.
No! Let's talk about you, your family, your business, and whatever is top of mind. We can build from there. |
Do you have account minimums? +
Your account balance is not the best metric to determine if we would be a good fit to work together. After we have an opportunity to learn more about each other, we will be better able to see if we would be good business partners.
Your account balance is not the best metric to determine if we would be a good fit to work together. After we have an opportunity to learn more about each other, we will be better able to see if we would be good business partners. |
Are you a fiduciary? +
Yes, I will state in writing that the advice I am providing is solely in your best interest.
Yes, I will state in writing that the advice I am providing is solely in your best interest. |
Do you earn any referral fees from tax or legal planners? +
No
No |
Are you paid by or do you favor any vendors to sell certain products? +
No
No |
