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Financial Planning
Sequence
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Step
2: Get Acquainted Meeting or Teleconference
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Step
3: Data Gathering and Initial Preparation
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Step
4: Interactive Goal Setting Meeting or Teleconference
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Step
5: Analysis and Plan Formulation
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Step
6: Presentation of Your Financial Plan
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Step
7: Plan Implementation and Follow Up
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DISCLAIMER:
KFS makes
no representations or warranties regarding the success of using fee-only
financial planning or any of the Kirchmier Financial Services, LLC
materials. KFS cannot guarantee that use of any information provided
in this site or by any of its members will be profitable.
Furthermore, KFS makes no representations or warranties that fee-only
financial planning is the best option available for you or that fee-only
financial planning will be the least expensive alternative.
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