Taking
the Steps to Reach Your Goals
Step 1: Initial
Inquiry
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Call us today at (703) 779-0515 or inquire
for a no-obligation get acquainted meeting, then complete
the informational questionnaire.
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Step
2: Get Acquainted Meeting or Teleconference |
This is an opportunity for us to exchange information
about your needs and objectives, and to further discuss which
of our services are right for you. We will also provide an estimated
fee quote. If you decide to engage our services, we will give
you a list of additional information that we will need to begin
formulating your financial plan. |
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Step
3: Data Gathering and Initial Preparation |
You will be asked to gather financial data and
complete a cash flow worksheet and risk tolerance questionnaire.
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Step
4: Analysis and Plan Formulation |
In this step we will analyze the
information provided and perform any required research needed
to prepare your financial plan. |
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Step
5: Presentation of Your Financial Plan |
Congratulations! At this point you
will hold a customized financial plan designed to meet your
goals and provide you with financial peace of mind. During the
presentation meeting we will review all aspects of the plan
with you, making sure that you fully understand the recommendations
and instructions for implementation. |
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Step
6: Plan Implementation and Follow Up |
Taking prompt action to implement
your plan is crucial to reaching your financial goals. Your
plan has been designed to allow you to carry it out without
the need of incurring the cost of ongoing professional fees,
however we will gladly answer any questions you may have and
refer you to other professionals for any additional assistance
you require. |
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Why
Do It Now |
Procrastination is the greatest
obstacle to success. Goals won't do you any good and financial
problems won't go away unless you take action. We can help by
providing you with easily understood recommendations and specific
instructions for implementing a plan, which will enable you
to reach your goals and solve your financial problems.
Call us today at (703) 779-0515 or inquire
to find out more about how a fee only financial planner at
Lifetime Financial Planning can help you with your financial,
tax and investment needs. |
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Lifetime Financial
Planning, Inc.
Dean
Knepper, CPA, CERTIFIED FINANCIAL PLANNER™ professional
208 South King Street, Suite 201, Leesburg,
Virginia, 20175
Phone: (703) 779-0515 - Fax: (703) 468-7086 - E-mail: info@lifetimefp.net
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