How Does the Financial Planning Process Work?
Scheduling a “Get Acquainted” Meeting
We offer each new client a complementary ‘Get Acquainted’ meeting. This meeting is held at our office, in Troy, Michigan, and usually lasts about 45 minutes depending on your individual needs. The purpose of this meeting is for you to get to know Norman Financial Planning and the types of services we provide.
This meeting is normally scheduled one to two weeks in advance.
What should I bring to the Get Acquainted Meeting?
This questionnaire provides an excellent starting point for our discussions and insight into your financial planning needs and allows us to make the best use of our initial time together.
After you complete the form, you can mail or fax it to us one or two days prior to our meeting or you can just bring it with your on our meeting day. (Our Fax is (248) 258-5979)
You may also want to bring copies of your 401k, IRA or other brokerage and financial statements that may be helpful in your initial discussion. Don’t worry about having every detail; you will leave our office with a complete list of anything we may need to be sure we create the best plan for your financial success.
Location of the Meeting
2609 Crooks Rd #267
Troy, Michigan 48084
What Happens at the Get Acquainted (GA) Meeting?
The GA meeting allows us to work together to determine your financial planning needs and the best approach to creating a plan tailored to those needs.
We talk about information needed to complete a plan, how long it will take to complete and how much it will cost.
Our goal is simple – to help you achieve your goals.
At the conclusion of our meeting you will be presented with a written cost estimate. The information provided on the Our Services page of this web site gives you a general idea of our fees.
This is a no-obligation meeting and you decide if our services are right for you.
If you decide to work with us, we will present you with a detailed list of the information needed to create your plan and set a target date for the final presentation meeting.
We help our clients define their financial objectives and set them on the road to achieving those objectives. The trip to financial security begins with a solid financial plan. Our clients are involved in the process – whether they have a specific financial stop on the road or want to create the plan for the entire trip – we are here to help.
Norman Financial Planning – ‘Guiding Your Financial Future’
(248) 408-1990 phone (248) 258-5979 fax
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Does Financial Planning Work 05