The financial planning process is extremely important, and many clients don’t realize that there are other strategies available to help them reach their financial goals. Regardless of age, marital status, or accumulated assets, Forbes Financial Planning invites you to take advantage of a complimentary initial meeting.
Initial Meeting Process
Schedule A Meeting
As part of the meeting, we will complete a risk profile and fact finding questionnaire. This first meeting is an opportunity for you to present all of your financial questions while identifying long and short term goals. We'll determine if you need a financial analysis or if you’re on the right track.
During the presentation, we provide an analysis of your financial life, identifying both strengths and weaknesses. We will present current projections for accumulated funds at your anticipated retirement date, along with a breakdown of several other areas including insurance, budgeting, and education funding. Finally, we will provide solutions, including investment recommendations, to help you achieve your financial goals. At this point, you may choose to engage our Investment Management services, or implement any of the recommendations that Forbes Financial is licensed to engage in.
If Investment Management is appropriate for your situation, we will meet with you to discuss your investment structure and answer any remaining questions you might have before implementation.