Client Planning Process

New Client Process

Here are the steps in the planning process.

Introduction to Financial Planning (IFP)

We have a face to face meeting to help you determine if our firm's philosophies and services coincide with your planning needs. Getting to know who you are, what you really need, how we work with clients, and what we deliver is the focus of our introductory meeting.

Confidential Data Gathering Meeting

If we decide collectively that the comprehensive financial planning relationship at SFP is right for you, we can work together to thoroughly gather all important financial and emotional information crucial to developing a personalized plan.

Pre Solution of Goals and Financial Plan

When we get together we take your numerical information overlaid with your personal goals and objectives to provide and draft a financial plan for us to review together. From this meeting we create a financial planning road map.

Solution

We will recommend steps you should take to reach the goals you have set. We provide the education and explanation of why these steps get you to your goals, empowering you to make wise stewardships decisions for family.

Review Process

Comprehensive financial planning is a dynamic process that doesn't stagnate. We will review with you as needed, using our SFP Planning Center and various online tools to assist you. Our clients have access to the entire SFP Team for support and advice.