How We Work with You
The financial planning process is a dynamic, interactive
relationship. The goal is to answer these three basic
questions:
Where are you today?
Where do you want to be tomorrow?
How do you get there?
Below are the steps we go through to answer these questions.
Step 1 - Contact Liberty
Objective: We provide you with as much information as you
need about Liberty, our services, the benefits we provide, and
our fee structure so you can
determine if we are the right advisers for you. Once you
schedule a free initial consultation, you will
receive an
Initial Consultation
Questionnaire
to get the
ball rolling.
Step 2 - Meet for a Free Initial
Consultation
Objective: We meet at a location that's convenient for you
to discuss your specific financial
planning needs and goals, and determine which of our
services are right for you. This meeting may take 1 to 1 1/2
hours. At
the end of this meeting, we will provide you
a quote for our services. Then, it's up to you to decide to
go further. See the
Initial
Consultation Questionnaire for more details.
Step 3 - Gather Data and Goals
Objective: You gather and provide to Liberty all your
relevant financial data and goals on our comprehensive
Client
Questionnaire and attach any supporting documents. This step
is very interactive as we work together to clarify your
current situation and your goals.
Step 4 - Analyze Data and Develop
Plan
Objective: Liberty analyzes your current situation,
formulates a plan to achieve your goals, and identifies
options to implement the plan.
Step 5 - Present Your Financial
Plan
Objective: We meet to review and discuss the details of
your financial plan. You will receive a detailed written
assessment of your current situation and recommendations to
accomplish your goals. We take time to answer your questions
and explain everything in terms you can understand.
Step 6 - Implement Your Financial
Plan
Objective: You determine whether to implement any of the
financial plan's recommendations. We will answer any
follow-up questions you may have. In addition, we will
assist you with any issues in getting your plan implemented.
Liberty is here to assist you every step of the way.
Step 7 - Monitor Progress
Objective: We meet periodically (usually on an annual basis,
but sometimes more frequently depending on your situation)
to monitor the progress of your financial plan and make
adjustments as necessary.
We
appreciate your business!
