Financial Planning – How to Get Started: What are the steps?
- 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.
- Second Step: Schedule a Financial Road Map® meeting with us.
- 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.
- 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?
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Financial Planning-How to Get Started: Insisting on a Fiduciary Relationship
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
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.