Financial Conversation Checklist

Jim Lorenzen, CFP®, AIF®

Planning your retirement success is like building a home:  it takes some advance planning.  Checklists are useful tools.

Here’s a financial planning conversation checklist you might helpful before you call me (or any other advisor)?

(Naturally, calls are always welcome, but preparation is always better, I’m sure you would agree.)

The first step is to determine what’s important to you (and your spouse).  Here’s a Financial Conversation Checklist that’s worth downloading and reviewing together with your spouse.

Then, you might find these helpful before picking-up the phone .

  • How do you get value from a relationship with an advisor?  You might want to download this!
  • What will the first meeting look like?  Here’s a sample agenda.
  • What should you bring to the meeting?  Here’s a sample checklist.
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Ready to arrange a call with me?   Before you do, just follow these steps:

  1. Use this tool to review your priorities.   You can save it to your hard drive, fill-it out, then forward it to me (instructions are on the form).  This will help me address your issues during our call.
  2. Arrange your introductory phone call with me by using our convenient scheduler!  It’s easy, avoids phone-tag, and you can pick a time that’s convenient for you!   Just click here.

I look forward to talking with you!

Jim

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!