Jim Lorenzen, CFP®, AIF®
Getting your retirement planning started is easy!
It’s as simple as 1-2-3:
Step #1 – Decide on your Planning Priorities. Complete The Personal Planning Priority Review. Ideally, this form should be completed and returned prior to our introductory phone call. If you wait until our meeting, you should arrive for our meeting 15-minutes early to complete this form. Alternatively, you can download it for completion ahead of time.
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.
Step #3 – 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 office is easy to find, just off the #118 at First Street in Simi Valley.
The First Meeting. The initial analysis typically requires two meetings – there will be no charge for the analysis stage. 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.
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
