Our Financial Planning Process
- Gather your information
- Organize and discuss your information
- Present recommendations
- Implement first steps
- Check progress
- Implement next steps
In order to keep your plan on track we believe in ongoing communication, education and collaboration. We will develop a regular review schedule to respond to any life changes. Your "Personal Financial Website" will serve as an easy way to track and manage your accounts and important documents in one convenient and secure location.
Learn how LifePlan Financial Advisors, Inc. can keep you organized and in-the-know.