Jim Lorenzen, CFP®, AIF®
Ready to begin?
Getting your planning started is easy!
If your portfolio is over $500,000 and are seeking truly independent fiduciary advice, you can get started in just 2 easy steps:
Step #1 – Complete the Retirement Planning Priority Review.
Complete the Personal Planning Priority Review form. This will give me an overview to help me understand your current situation, priorities, and goals. Don’t worry, the form doesn’t require any sensitive identifying information – no Social Security, driver’s license, etc. Once completed, just fire it off to me!
Step #2 – Click here > Schedule your introductory call.
Actually, it’s an online meeting. During our meeting you’ll learn about my practice and have an opportunity to ask any questions about how IFG serves clients.
Once you’ve scheduled our meeting and submitted your Priority Review, you’ll be provided with a meeting link! Important: Your Priority Review must be received at least 48 hours before our meeting.
Also see How to Get Value from an Advisor Relationship. You might find it helpful.
After our introductory meeting….
If we both feel we have a good fit, we can schedule a meeting to begin your planning journey. This meeting – by appointment only – can take place either online or in person at my office. The office is easy to find, just north of the #118 at First Street in Simi Valley.
Step #4 – Prepare for our first meeting.
You’ll need to gather the information necessary for our first meeting. Here’s the agenda and list of items you’ll need.
The First Meeting. The initial analysis typically requires two meetings – This is where we learn about each other and I will learn about your current situation – financially and personally – and what goals you want to achieve. This information will allow me to create a needs analysis for a second meeting. This analysis will show you where you stand today in relation to your life goals. You will also see what you can do to improve your outlook.
As noted above, it all begins with a call. We can do a screen share call – about 20 minutes – which will help you understand the entire process and give you a chance to ask any questions you might have.
So, do step #1, then Schedule your call today! It’s easy!… and it may be the best decision you’ve made in a long time.
Items for your information:
- IFG’s Privacy Policy
- The Seven-Step Planning Process– describes the planning steps from the CERTIFIED FINANCIAL PLANNER® Board of Standards.
- The Planning Process – charts the work flow and expected timelines. Not all steps apply to every situation.
- You also might want to visit the “All About You” tab above for topics you may want to consider. If you’re married, they might be good topics of conversation with your spouse.
Jim