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BUILDING A BRIGHTER FINANCIAL FUTURE™
Create your Financial Blueprint
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Financial Planning Sequence |
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Client Actions / Responsibilities |
| When you contact us, we'll provide a brief description of our services, philosophies, methodology and fee structures. We'll direct you to our Web site to help you learn more. |
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| Step 1: Community Outreach or Initial Inquiry |
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| If our services appear to fit your needs, call to schedule a Get Acquainted Meeting, which can be done either on the phone or in person. You can visit our Web site if you wish to learn more, then contact us for Step 2. |
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| The Get Acquainted Meeting or Teleconference is an opportunity for us to exchange information about your needs and objectives, and further discuss which of our services are right for you. We will also provide an estimated fee quote. |
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| Step 2: Get Acquainted Meeting or Teleconference |
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| You will need to provide us with a completed Confidential Questionnaire at least 48 hours before this meeting. When you decide to engage our services, we will give you a list of additional data or information which we will need to begin formulating your financial plan. One-half of the estimated total fee is due at the time of this engagement. |
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| When we receive your information, we review your data and begin to develop your financial plan. We formulate addional questions to discuss at our Step 4 meeting. |
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Step 3: Data Gathering and Initial Preparation
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| In Step 3, you gather the data requested, and complete your cash flow worksheet and risk tolerance questionnaire. You may email, fax, or mail this information to us. |
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| In this interactive meeting, which is optional, we discuss and clarify the information you have provided thus far. We continue to refine your financial goals and objectives. |
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Step 4: Interactive Goal Setting Meeting or Teleconference
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| In this Interactive Goal Setting Meeting, you have another opportunity to clarify your current situation, financial goals and objectives. Come with any additional questions or concerns you may have. |
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| We edit the initial information as needed and run additional scenarios if applicable. We conclude our research and analysis, and produce final reports for your personal financial plan. We add our observations and recommendations to the plan. |
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Step 5: Analysis and Plan Formulation
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| We will normally schedule a presentation meeting or teleconference 2 or 3 weeks after our Step 4 meeting. We will be working on your plan in the interim. Revisit our Web site to stay current on the changing world of personal finance and investments. |
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| In Step 6, we present and review your personal financial plan. We discuss all reports and provide you with a written summary of our observations and specific recommendations. |
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Step 6: Presentation of Your Financial Plan
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| Congratulations! At this point, you will hold a personalized blueprint, custom designed to meet your financial goals. Full payment of the balance for actual fees incurred is due at the conclusion of your plan presentation meeting. |
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| If you need and desire our help with plan implementation and follow up, at the conclusion of Step 6 we will discuss what might be an appropriate ongoing plan with you. Periodic update meetings and reviews, at least annually, are also recommended. |
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Step 7: Plan Implementation and Follow Up
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| Proper implementation is crucial to reaching your financial goals. Whether you now implement and monitor the plan yourself, or engage us to provide a portion or all of these services for you, we urge prompt action. |
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Building a Brighter Financial Future Chart copyright protected. © 2000 The Garrett Planning Network, Inc. All Rights Reserved.
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