Video Transcript:
You might be wondering, what does the first year of Planning for Life with us look like?
Our thorough financial planning process ensures we are able to truly get to know you, your needs and your aspirations.
Understanding your values is as important to us as reviewing your financial information.
Your personalized plan needs to consider all facets of your life.
We start with an introductory conversation, followed by a first meeting where we conduct an in-depth confidential conversation aimed at providing us with the information we need to develop your personalized financial plan.
We’ll then meet again to present the plan, answer any questions and formulate a strategy for implementation and monitoring.
Throughout the year, we’ll have periodic updates and meetings followed by a comprehensive annual progress review.
At Tupler Financial, our goal is to provide expert guidance and service so meaningful, our clients are thrilled to share our name with friends and loved ones.
To start Planning for Life, visit our website or give us a call.
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