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Planning
Steps
Step 1: Initial
Inquiry
You review the introductory materials on our web site, then
contact us. Over the telephone, we'll provide a brief description
of our services, philosophies, methodology, and fee structure.
If our services appear to fit your needs, we'll schedule an
in-person "Get Acquainted Meeting." You will download
our Confidential Questionnaire from our website (found here
under Client Forms), complete it,
and e-mail, fax or mail it to our office three days before
the Get Acquainted Meeting.
Step 2: Get
Acquainted Meeting
The Get Acquainted Meeting is an opportunity for us to exchange
information about your needs and objectives and further discuss
if our services are right for you. We will also provide an
estimated fee quote. If you decide to engage our services,
we will give you a list of additional information needed to
begin formulating your financial plan and a $500 deposit will
be due.
Step 3: Data
Gathering and Initial Preparation
When we receive your information, we begin to review and develop
your financial plan. We prepare initial reports and identify
additional information needed. In most cases, this will entail
providing more details relating to the information requested
on our Confidential Questionnaire. Just as you have to disclose
a great deal of information to your doctor, your lawyer, and
your accountant in order for them to do their job well, we
will need a great deal of information to make professional
recommendations. In Step 3, you gather the data requested
and mail, e-mail or fax this information to us. You may send
either copies or originals. We will return them to you. Electronic
copies work well too.
Step 4: Interactive
Goal Setting and Data Verification
As we review and analyze your situation, we discuss and clarify
the information you have provided thus far. To do this, we
may contact you by e-mail, phone, fax, and regular mail. You
provide any additional information requested and further clarify
your current situation, financial goals and objectives. You
present any additional questions or concerns you may have.
You then come in for a meeting to verify data and discuss
initial findings.
Step 5: Analysis
and Plan Formulation
We edit the initial information, as needed, and run additional
scenarios, if applicable. We then conclude our research and
analysis, and produce final reports for your personal financial
plan, adding our observations and recommendations. As we move
into Step 5, we will call or e-mail you to schedule a series
of meetings for the presentation of your plan.
Step 6: Financial
Plan Presentation
In Step 6, we present and review your personal financial plan
with you over a meeting or series of meetings. We discuss
all reports and provide you with a written summary of our
observations and specific recommendations. At this point you
will hold a personalized blueprint, custom designed to meet
your financial goals. Full payment of the balance for actual
fees incurred are due at the conclusion of our final plan
presentation meeting.
Step 7: Plan
Implementation
Proper implementation is crucial to reaching your financial
goals. At the conclusion of our engagement you have the choice
of whether you now implement and monitor the plan yourself,
or contract with us to do this for you. If the latter course
is taken, TFP will assist on an ongoing, flat-fee basis with
all implementation, including investment restructuring and
management, purchase and restructuring of insurance, tax and
estate planning, and regular reviews of your financial matters.
Please
review Important Disclosure Information
set forth in this web site.
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