Whether you need a Comprehensive Plan or have a specific topic in mind, consider DLW Planning.
RETIREMENT PLANNING – An evaluation of your financial goals for retirement built with your current resources, income and expenses, timing for retirement, Social Security withdrawal strategies, etc.
INVESTMENT PLANNING – An analysis of your current savings and investment assets with information on your current portfolio and an optimal portfolio to help you achieve your long-term goals.
Check out this link for some ideas –Red Yellow Green Light Finances Worksheet
The planning process begins with an initial get acquainted meeting to get to know and understand your needs and expectation for the planning service, an overview of the services available to meet your needs and expectations, and an estimate of the fee to provide an appropriate solution.
The next meeting will be a discovery meeting to further identify your needs and expectations, gather relevant information, complete the service agreement, and provide a specific fixed fee quote. Any questions or concerns you may have regarding the services will be addressed at this time.
A goal setting meeting follows, which will allow you to provide additional insight into your financial and life goals. A preliminary draft outline may be discussed at the meeting for you to better understand the overall process, which will allow you to address specific planning questions or concerns.
The presentation meeting will present the final plan with a discussion regarding the plan and its recommendations.
Request a complimentary get acquainted appointment today!
Phone or Text 309 825 6949