Jim Lorenzen, CFP®, AIF®
Ready to begin?
Getting your retirement planning started is easy!
You can get started in just 4 easy steps:
Step #1 – Complete the Retirement Planning Priority Review.
You can do it one of two ways:
(a) Complete the Personal Planning Priority Review form. This will give me an overview to help me understand your current situation, priorities, and goals. You can fill out the form here. Once completed just fire it off to me!
(b) Or, you can start with MyBlocks. It’s a fun way for you and your spouse to begin with building blocks. You can start here. By the way, just like the Priority Review form above, I won’t see any of your information unless you decide to share it.
Step #2 – Schedule your introductory call.
No telephone tag; just use this handy scheduler to choose a time! During this call you’ll learn about my practice and have an opportunity to ask any questions about how IFG serves clients.
At the end of the call, you can decide if you would like to schedule a meeting. See How to Get Value from an Advisor Relationship. If you decide to move forward, we will……
Step #3 – Schedule your first meeting.
This meeting – by appointment only – can take place either online or in person at my office. The office is easy to find, just off 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