Financial Planning Services
As your financial advisor, our financial planning job is to answer your questions in plain English. By doing so, you can make educated and informed decisions about your retirement. Below is the process of how our team helps make your retirement a success. This process serves three purposes:
- To give you a framework for evaluating other firms you may be considering
- To help you (and us) make an informed decision about working together
- To help you know exactly where you stand in the four key areas of retirement success
For people who are potentially a good fit for our services, there is no cost or obligation to undertake this process. We want you to understand exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.
Please take a moment to look through the steps of our process on this page. Then, if you see us working with you, please contact us here or call either of the numbers below. We look forward to hearing from you.
Envision Financial Planning Process
This 15-minute phone call allows us both to decide if your situation matches our expertise. You would not see a podiatrist if you needed heart surgery, right? If we are not a good fit for each other, we will gladly introduce you to a firm better suited to your needs.
This meeting is to clarify your goals, concerns, and financial situation. Your answers to our questions, along with the documents we ask you to bring, will guide our analysis, which results in plain-English answers to four critical questions.
We will apply decades of experience and thousands of hours of training and mentoring by top industry experts to answer:
- Are you on track to retire?
- Are you overpaying taxes?
- Can you improve your portfolio?
- Can you eliminate or reduce threats to your retirement?
We will explain how to achieve your financial goals, including the answers to the four questions from our analysis. You will see, in dollars and cents, how our firm can improve your finances. At the end of this meeting, we will ask if you would like to work with us. While we would love for the answer to be yes, we will never pressure you, and there will be no hard feelings if you decide we are not a good fit.
During this meeting, we will answer your questions and, if you are ready, start the paperwork so you can become a valued client. Before this meeting, you will have received a detailed explanation of this process to address possible questions and concerns.