No-obligation, 15-minute phone call to help determine if we are a good fit for one another.
We will discuss your attitudes and experiences with money, including:
We will also share with you our wealth planning and investment philosophy and clearly spell out the cost to work with us and the value you will receive.
After this meeting, we will ask you to complete our Data Gathering Questionnaire.
We will review your values and the purpose of your money, which will help us identify your financial goals and expectations.
We ask that you bring your completed Data Gathering Questionnaire, investment statements, prior year tax return, and any other relevant financial documents to this meeting. This will help us lay the groundwork to create your financial plan.
After this meeting, we will ask you to complete our Risk Tolerance Questionnaire.
After discussing the assumptions and inputs used in your financial plan, we will review your financial goals and interactively deliver your plan while exploring various “What-if” scenarios.
We will present to you our final recommendations along with a hard copy of your financial plan. In addition, we will discuss funding your financial plan and explore investment portfolios to help you pursue your financial goals.
We help you stick with your financial plan through life's ups and downs. Through biannual review meetings in the spring and fall, we update your financial plan as the circumstances in your life change. Our objective is to help you obtain the best probability of success in pursuing your financial goals.
Thank you for you for considering Platania Financial to be your financial partner.