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Schedule a “Get Acquainted” call
A 3-step process to meet each other and see if we’re a good fit as your financial partner.
We do our best work with…
Couples in the 55+ age range
You’re either retired or you’re starting to think seriously about doing so.
Net worth of between $1.5m – $5m
And you want to make sure that you’ll be able to maintain your quality of life through retirement.
Ongoing
Partnership
You want the help of an experienced, analytical financial professional instead of doing it alone.
How it works
At Lunsford Financial Planning, we prefer a low-key approach.
We don’t enjoy high-pressure sales stuff, and we know you don’t either. Below is the process we follow to see if we should work together.
20-Minute Get Acquainted Call
Are we a good match? That’s what we explore in your first call with me. This is just an initial phone call/Zoom meeting to discuss what help you’re looking for and answer any questions you have about our firm and services.
1-Hour “Get the Details” Meeting
If we decide we’re a good match during our initial meeting, we set up a 1-hour meeting to go into more detail about what you’re looking for and how we might be able to help.
We’ll discuss the difference between my Wealth Management service and the Financial Planning service.
Your Personalized Strategy Review
I send you the service agreement so that it covers those interested in Wealth Management along with Financial Planning too.
We’ll go into the exact strategy we’re going to use to get you from where you are now to where you want to be based on our previous conversations.
Step #1
Think about it!
There’s one last step, and this one’s entirely up to you: Think about it.
Choosing the right advisor is an important step, and must be carefully considered.
And I certainly wouldn’t want you to partner with me if you’re not 100% certain that it’s what you want.
