The SFP Living Plan is your personal guidebook to achieving the financial and life goals you set. It will contain all of your financial information in an organized, accessible format that is updated daily to reflect changes in market value. Your SFP Living Plan begins by our getting to know you and gathering the data we need to understand your goals. Then we will recommend strategies to be implemented to get you where you want to go.
Before We Get Started
Creating our financial partnership with you begins before our first meeting. We want to know four critical things:
- Who are you?
- Where are you now?
- Where do you want to be?
- What do you want for the next generation?
As you know, writing down your goals is the first step to achieving them. Using the checklist found in this link _________, write down your goals and in our first meeting we will use this information to lay the foundation for your financial strategy.
Knowing your hopes and aspirations enables us to proceed to the next level of service to you: developing your SFP Living plan.