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The Financial Planning Process
Following a
methodical process helps to make sure that we are doing everything possible to
help you move toward your "preferred future." Here’s our process:
- Step 1: Get Acquainted Meeting – This is an
opportunity for us to meet with you in person to discuss your
needs and our services in more detail. Then we'll decide together
whether we are a good resource for you. We will also be able to
provide an estimate of the cost of our services. There is no cost to you
for this Get-Acquainted meeting.
- Step 2: Data Gathering – You gather some financial
information and complete a questionnaire regarding your goals, assets,
etc. (Some clients ask to do this before Step 1 in order to be prepared
for Step 3.)
- Step 3: Interactive Goal
Setting Meeting –
We meet to clarify your information and, most importantly, help to
establish your goals.
- Step 4: Analysis and Plan
Formation – We
review the data, perform various analyses, and develop a list of
Recommendations and Discussion items.
- Step 5: Plan Presentation – We present your
written financial plan to you and chart your progress toward your goals.
We also discuss ways to more efficiently meet those goals.
- Step 6: Plan Implementation and
Follow Up – We help, as you see fit, to implement your financial
plan. Our firm may be able to help you with some of the needs (ex:
investments and/or insurance). We may also work with your other financial
advisors.
Dan Hardt Financial Services
“Where Your
Life and Your Money Work Together”
4350 Brownsboro Road, Suite 110 Louisville,
KY 40207 (502) 893-4381 info@hardtfinancial.com
Securities Offered through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member
NASD & SIPC,
101 Normandy Road, Suite 101, Casselberry, FL 32707 (407) 339-9090