WHAT TO EXPECT
NO COST CONSULTATION TO ASSESS YOUR CURRENT FINANCIAL SITUATION.
A DISCOVERY MEETING WHERE WE TALK ABOUT YOUR FINANCIAL GOALS AND CONCERNS.
- Evaluate personal financial risk tolerance, and investment objectives, blending psychology and statistics.
- Collect and organize the information needed to develop an asset management program which includes your goals and the resources available to fund them.
- Personalized explanation of investment risk and return to help better understand how investments might perform in the future.
PLANNING ENGAGEMENTS INCLUDES A DELIVERY MEETING AND THE FOLLOWING:
- In most cases, a 10+ page financial plan starting with a net worth statement and ending with an action checklist.
- Recommendations in the following areas: cash flow planning, debt repayment, investments, retirement planning, insurance, estate planning and tax planning.
- An asset allocation on your 401(k) or work retirement account(s).
- Detailed recommendations to help you maximize the benefits your employer offers.
- Proactive measures to protect and defend your identity and financial well-being from cybercrime.
- Network of other professional resources that we can recommend based upon your individual needs. Our resources include the following professionals with preferred pricing arrangements:
- Estate Planning Attorneys
- Insurance Agents (Some of our IARs may also be licensed insurance agents – see disclosure in our firm brochure.)
PERIODIC FOLLOW-UP TO MEASURE PROGRESS.
Delivered in person, by phone, web conference or recorded screencast.
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