LifePath Financial

Finding Paths to Your Financial Goals

To contact us:

LifePath Financial

Phone: 614-477-2433

Fax: 614-855-0911

E-mail: roger@lifepathfinancial.com

Working with LifePath Financial

Initial Inquiry—We will provide a brief description of our services, philosophies, methodology, and fee structure.  If our services appear to fit your needs, we will schedule a Get Acquainted Meeting and ask you to fill out a Confidential Questionnaire.

FREE Get Acquainted Meeting—During this 30-45 minute meeting, we review your completed Confidential Questionnaire to learn more about you, what your goals are and what your current financial situation is.  We discuss any services that might be right for you and provide an estimate of the fees for those services.   If you choose our services, we provide you with a list of any additional information that we need to begin formulating your personal financial plan.

Data Gathering and Initial Preparation—You will need to gather the requested data and return to your advisor.  This information will be analyzed and used in the formulation of your customized financial plan.   After receiving your information, we will begin to review and develop your custom financial plan. If additional clarification or information is needed, we will set up another meeting or call to discuss your circumstances.  We will prepare initial reports that we will discuss with you at your next meeting.

Analysis and Plan Formulation—We refine the information you have provided and study various plan scenarios. We conclude our research and analysis, and produce the final reports that include observations, assumptions, specific recommendations, and an action plan for your unique situation.

Financial Plan Presentation—We review your personal financial plan and our specific recommendations with you in detail, answer any questions and provide advice on implementing your plan.

Follow Up—We will check back with you to answer any questions and discuss the progress of plan implementation.  We will ask you to periodically review your plan and progress  and encourage you to set up additional reviews and planning sessions as your needs arise.

 

 

What To Expect