Our Process
Discovery Meeting
Comprehensive Financial Plan
4-5 Weeks
Implementation Only*
1-3 Weeks
1. Data Gathering
60-90 Minutes
1. Data Gathering
30-60 Minutes
2. Strategy Meeting
60-90 Minutes
2. Needs Evaluation
30-60 Minutes
3. Final / Action Plan
60 Minutes
3. Proposal / Solutions
30-60 Minutes
4. Quarterly Meetings
60 Minutes
4. Implementation*
30-60 Minutes
Annual Review
Accountability is Key to Success!
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
ometsaev@financialguide.com | 303-339-0994