Financial Planning in Old Downtown Carrollton, TX

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Advisor Actions / Responsibilities

Seven Steps Flowchart


Create your Financial Blueprint

Financial Planning Sequence

Client Actions/Responsibilities


Step 1: Community Outreach or Initial Inquiry

Step 2: Get Acquainted Meeting or Teleconference

Step 3: Data Gathering and Initial Preparation

Step 4: Interactive Goal Setting Meeting or Teleconference

Step 5: Analysis and Plan Formulation

Step 6: Presentation of Your Financial Plan

Step 7: Plan Implementation and Follow Up

In Step 3, you gather the data requested, and complete your cash flow worksheet and risk tolerance questionnaire. You may fax or mail this information to us before our next meeting. Upon receipt of it, we will schedule our Step 4 meeting.