How to Get Started/Client Experience

 

Financial Planning and Wealth Management Clients:

 

1. If you’re serious about your financial future, let’s talk. Apply for your FREE 30 minute discovery session. (Click the “Apply Now” button below to set up a call). In this session, we will begin to explore how you can move from frustration to confidence in managing your finances so you can achieve the financial future you desire. Let me help you get clear on what’s next for you and your financial future.

The FREE discovery session includes:

  • 30 Minutes of one-on-one time with a Pamela Plick, Certified Financial Planner™
  • A quick assessment of your current financial situation
  • A discussion of your most pressing financial concern
  • An action step that you can take immediately (regardless of whether you become a client or not) to maximize your current situation

APPLY NOW

 

2. If we think we may be able to help you, we’ll schedule a complimentary meeting get to know you consultation to evaluate your needs in more detail and determine what we can do for you. We ask you to fill out a more detailed Financial Questionnaires and gather needed documents. This information helps us get a sense of your complete financial picture and develop an effective plan for you.

 

3. Once we’ve both agreed to move forward in a formal client/advisor relationship, you sign an Investment Advisory Agreement that includes a description of services we’ll provide and the fees we’ll charge and we begin our official work together.

 

4. During this meeting we will begin to create your financial and wealth plan. We also begin to address in more details the other pieces of your financial life.

 

5. We deliver a financial plan or investment policy statement that is tailored to your specific needs. We help you implement the recommended action steps and continue to work together to address your ongoing needs and changing circumstances.

 

FINANCIAL PLANNING + INVESTMENT MANAGEMENT=WEALTH MANAGEMENT

 

Pamela believes it is critical that you work with a financial planner that not only listens well and asks the right questions but one that you believe will meet and (hopefully exceed) your expectations.  It is also important that the financial planner take a holistic approach to your financial picture and puts your needs first.  Pamela's process is designed to provide the highest level of service to her clients.

 

If you’re saying to yourself, “But I’m not quite ready to work with a financial planner to create a comprehensive plan but I still have a few pressing financial questions that I’d like help on. What should I do?”

 

Answer: Try a Financial Foundation Strategy Session!

 

This session includes:

  • A 90-minute video call (either Zoom.us.com or Skype)
  • An in-depth discussion of your 2-3 top financial concerns.

 

Popular questions include:

  • Can you help me read my company benefits package and choose my benefits?
  • How much and which kind of life insurance should we have if we just had a baby?
  • Can you help me with setting financial goals?
  • Can you help me with a budget or spending plan?
  • How much should I set aside for emergency savings vs. savings for other goals?
  • What steps can I take to pay off my debt?
  • How do I start a Roth IRA and where should I set up the account?

A follow up email with recommendations and an action checklist will be sent within 24 hours so you can take action right away!

APPLY NOW

 

 

For a more detailed explanation of our client experience, download here.

 

 

For a detailed Schedule of Services, download here.