|357 S. McCaslin Blvd Suite 200, Louisville, CO 80027 :: 303.666.6442 :: firstname.lastname@example.org|
Building a Better Financial Future™
Seven Steps to Create your Financial Blueprint
Step 1: Community Outreach Or Initial Inquiry
When you contact us, we'll provide a brief description of our services, philosophies, methodology, and fee structure. We'll direct you to our web site or mail you an introductory packet to help you learn more. If our services appear to fit your needs we'll schedule a "Get Acquainted Meeting." You review our introductory materials, or visit our web site to learn more, and then contact us for Step 2.
Step 2: Get Acquainted Meeting
The Get Acquainted Meeting is an opportunity for us to exchange information about your needs and objectives and further discuss which of our services are right for you. We will also provide an estimated fee quote. When you decide to engage our services, we will give you a list of additional information needed to begin building your financial plan. One-half of the estimated total fee is due at the time of this engagement.
Step 3: Data Gathering And Initial Preparation
When we receive your information, we begin to review and develop your financial plan. We prepare initial reports and identify additional information needed. In Step 3, you gather the data requested (including possibly, a cash flow worksheet and risk tolerance questionnaire). You may fax or mail this information to us.
Step 4: Interactive Goal Setting And Data Verification Meeting
As we review and analyze your situation, we formulate some initial findings and potential solutions. We meet to discuss them and make any necessary modifications. You present any additional questions or concerns you may have.
Step 5: Analysis And Plan Formulation
We modify the plan as needed, and run additional scenarios, if applicable. We then conclude our research and analysis, and produce final reports for your personal financial plan, adding our observations and recommendations.
Step 6: Financial Plan Presentation
We present and review your personal financial plan with you. We discuss all reports and provide you with a written summary of our observations and specific recommendations. At this point you will hold a personalized blueprint, custom designed to meet your financial goals. Full payment of the balance for actual fees incurred is due at the conclusion of our plan presentation meeting.
Step 7: Plan Implementation And Follow-Up
Proper implementation is crucial to reaching your financial goals. Whether you now implement and monitor the plan yourself, or contract with us to assist you, we urge prompt action. In order to help, we provide a 90-day period after the presentation meeting where you can call or email us to ask questions relating to the plan without incurring any new charges. We also offer a follow-up meeting 3-4 months after the presentation to see how the implementation process is going and to get feedback on your experience with our firm.
At the conclusion of our engagement:
Our relationship will continue on an as-needed basis. There is no obligation to engage us further. You call whenever you wish to initiate services (for instance, market conditions or circumstances within your life change). If you wish, we can be pro-active in reminding you to schedule periodic reviews. Many clients like to have an annual portfolio review or update visit. Once we remind you that you are due for a review, you are responsible for calling us to set it up.
|Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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