Schedule a no-obligation “Get Acquainted” meeting here. We will send you a “Confidential Questionnaire” to fill out and bring to our meeting.
At your “Get Acquainted” meeting, we listen. We discuss your objectives, goals and concerns in depth, to understand your current financial situation. At the end of the meeting, we give you a firm estimate of the cost of your financial plan. If we are the right firm for you, just give us the green light and we get right to work designing your financial plan.
We meet at a “Presentation Meeting” to present the details your financial plan, including your final reports with recommendations for your specific situation. Once your plan is presented to you, our engagement ends. However, we know that questions sometimes arise as a client begins to implement their plan. Therefore, we are available for 60 days after the presentation of your plan to answer your questions or provide additional clarification without additional charge.
Finally, to achieve the intended results, you must implement your plan. While we do not sell financial products, we do provide specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. All plans are designed so individuals can implement the recommendations themselves, but clients can hire Financial Answers to help them with this.
Annual reviews are recommended, but not required. We offer periodic reviews and as-needed consultations as requested and/or needed. This can include updating your goals, tracking your progress, reviewing your investments, rebalancing your accounts, and evaluating new life events. Help is available when you want it.