Financial Planning – How to Get Started: What are the steps?

  1. First Step: Schedule a 10-15 minute phone appointment with us to learn how to get started in financial planning. And to see if there is a basis to proceed further. Use our online phone booking system or call us – 888.278.9433 to schedule a time to talk.
  2. Second Step: Schedule a Financial Road Map® meeting with us.
  3. Third Step: Have an engaging discussion with us about what’s important to you and what you want to accomplish. After completing your Financial Road Map® you can  take the 4th step.
  4. Fourth Step: We decide together if it makes sense to work with us to create a truly inspiring financial strategy; or if another avenue would suit you best.

Ready to Talk About How to Get Started in Financial Planning?

 If you are ready to get started, or just want to learn more, call our office at 888.278.9433. Or you can use our online appointment calendar to schedule a 15-20 minute phone appointment to see if we’d be a good fit:

Book an appointment with WHA - Chris Grande & Team using SetMore

For more on whether we might be a good fit for each other, check out our Client Profile.

Financial Planning-How to Get Started: Insisting on a Fiduciary Relationship

Note: with the current debate in political and legal circles about the responsibility of advisors vs brokers, we would like to point out that as an RIA, a Registered Investment Advisor, we are a fiduciary under the law and must hold the highest standard of care when advising our clients.
Contact us to learn more about why we think working with a fiduciary is a good option.

Not sure if working with a financial planner is right for you?

Chris Grande, WHA’s firm Principal created a handy guide called 5 Questions to Ask

financial planning - how to get started Chris Grande 5 questions to ask before choosing a financial advisor

Free Guide: 5 Questions…

When Deciding to Hire a Financial Advisor.

This guide will help you through the process of deciding whether to work with an advisor or not. And if it does make sense,  the guide shows you what kind of relationship might suit you best. The guide is free and will save you a boat load of time!

Request the guide by clicking the guide image or HERE.