Getting Started On Your Financial Plan
To start your financial investment plan for the future, all you need to do is call our office (800-927-7365) to speak with one of our advisors today. We will talk with you to determine how you may benefit from our financial investment services. At the end of the conversation, we will set an initial meeting date when everyone is available if you desire to further your financial goals. You may also fill out an Information Request Form to indicate your interests or questions.
At our initial meeting, we will visit with you to learn more about your situation, listen to your concerns and discuss your perceived obstacles. We will acquire a sense of your goals and objectives, while gaining an understanding of your expectations. We utilize a packet of Fact Finding Data Sheets to collect information necessary to begin the financial planning process. In order to facilitate a more productive initial meeting, you may wish to complete the packet and return it to us prior to your appointment.
The initial meeting is considered an exploratory interview and there is no obligation to engage our services; the meeting is free of charge.
At the conclusion of the initial meeting, we will decide if another meeting is necessary for both parties to learn more. If that is not necessary, we will give you two copies of an Agreement for your consideration. When you sign one copy of the Agreement and return it to our office, we will schedule another meeting to begin work in earnest according to the provisions in the Agreement.
If you are interviewing several fiduciary advisors, please download our Fiduciary Advisor Comparison Checklist to help in comparing the service offerings being presented to you.
Please call or email us any financial planning advice questions, or to get started on your financial plan today.