Broker Check

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