Dollars and Diagrams

The Financial Planning Experience

Insights, Investments, Retirement Funding

“What does your process look like?”

  1. There is a “discovery” meeting.  We discuss the purpose of having a financial plan for your family and your goals.
  2. You provide us with data (statements, plan documents, spreadsheets, etc…).
  3. Jeff and I then go to “Mt. Financial Planning” and pour of the data and we come up with “ideas” for you to accomplish your goals.
  4. We gather and present you with your “One-Page Financial Plan.” This includes simple concise next steps of what we want to accomplish over the next 90 days.
  5. “Execute” the plan.
  6. “Monitor” the plan.

To learn more about our financial planning process, click here.

ADDITIONAL INFORMATION

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

Categories

College Planning

Disability Insurance

Estate Planning

Insights

Investments

Life Insurance

Retirement Funding

Roth IRA

FREE STUFF

Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

Success! Check your email inbox for next steps!

Pin It on Pinterest

SCHEDULE A CALL