Skip to main content

  •  
  •  
  • Client Login
  • Book a Meeting
  •  Tel: 678-364-9677
  •  gwen@lifeplanfin.com
  •  Tel:770-283-9574
  •  sibyl@lifeplanfin.com

  • Home
  • About Us
    • Meet Our Team
    • Our Philosophy
    • How We Add Value
    • Our Commitment to You
  • Our Services 
    • Our Financial Planning Process
    • Fees
    • Investments
    • Insurance
    • Social Security Optimization
    • FAQ
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Contact

 

    You are here

  1. Home
  2. Our Services
  3. Our Financial Planning Process

Our Financial Planning Process

  1. Gather your information
  2. Organize and discuss your information
  3. Present recommendations
  4. Implement first steps
  5. Check progress
  6. Implement next steps
  7. Repeat

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.

Please contact us for a free consultation.

Our Services

  • Our Financial Planning Process
  • Fees
  • Investments
  • Insurance
  • Social Security Optimization
  • FAQ

 Book a Meeting

 Quick Message

DOWNLOAD FREE BOOKLET HERE

Newnan Office

1 The Meadows Drive
Newnan, GA
30265 United States

Atlanta Office

455 E. Paces Ferry Road, Suite 332
Atlanta, GA
30305 United States

  •  Tel: 678-364-9677
  •  gwen@lifeplanfin.com
  •  Tel:770-283-9574
  •  sibyl@lifeplanfin.com
  •  
  •  

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more individuals are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific individual is not currently securities and/or advisory licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites. 

© 2019 LifePlan Financial Advisors, Inc.. All rights reserved.

Website Design For Financial Services Professionals