Financial Planning Process | Jaron H. Poulson Fee-Based Financial Planning

Financial Planning Process

As your financial planner, I need to understand where you are going in order to help you get there. My goal is to understand your financial circumstances and create a customized financial plan with written objective recommendations to help you achieve your desired goals.

Throughout the planning process, I will work closely with you to keep you informed and in control. To ensure that you are fully informed and engaged, I work within the context of a formal planning process.

 

 

*The client is free to implement the plan recommendations with whomever he/she chooses.
**Periodic reviews or updates require a new agreement and may be subject to additional planning fees.

 cfp-logo-3Nov14 fpalogo