Our unique “Prepare To Prosper Process” has been designed to help you reach your long-term retirement goals. With this process our team will provide you with full financial planning, a personalized investment plan and a detailed tracking system so you always know if you’re on target to reach your goals. Saving for your retirement, paying down debt and saving for your children’s education are all excellent examples of financial goals that our process will track to ensure you remain on target.
Let’s take a closer look at each step of our comprehensive process:
1. Discovery
To get to know each other better, we meet with you to learn more about you and your family, your financial goals and your challenges. We take the time to understand the important areas of your finances like income, debt, savings, investments, education planning and insurance needs. We’ll also walk you through our unique Prepare To Prosper Process and show you how it can help you achieve your goals.
2. Initial financial plan
We’ll meet with you to present an initial financial plan based on our Discovery meeting. You’ll see a clear illustration of where you’re starting today and how to reach your end goal. Your customized plan will show you exactly what you need to do with your finances so you can spend more time focused on your day-to-day life. After this meeting, we encourage you to take some time to consider what we’ve discussed and determine if you’d like to work with the Curtis Tenpenny Wealth Management Group.
3. Investment plan
We’re thrilled you’ve decided to work with us and look forward to helping you achieve your financial goals. At this point, we’d like to host you in our Burlington office where we can complete all relevant paperwork and transfer arrangements. We’ll also present your investment plan including recommendations on where to direct your investable assets. With your paperwork completed, you can rest assured the transfer process has begun and your assets will be invested once received.
4. Full financial planning
Now that you’re a client of the Curtis Tenpenny Wealth Management Group, we’ll meet with you to present and explain your comprehensive financial plan. Your plan will act as the blueprint for achieving your long-term goals and will include the ongoing targets we’ll use to guide your short-term activities. We’ll also summarize the transfer of your investment assets and review the investment plan that is now in place.
5. Financial tracker
Experience has shown us that your best chance of success for reaching long-term goals is regular ongoing monitoring of your plan. To support your success, we’ll provide you with a personalized Financial Tracker that shows your goals, what you need to do to meet them and if you’re on track. We’ll also continue to meet with you regularly to review your Financial Tracker together. If life changes, we’ll show you how your plan will be impacted and how to adjust your short-term activities so you can still meet your goals. In between our ongoing meetings we’ll send you regular market commentaries and articles of interest by email and we invite you to call or email us anytime to discuss your plan.
We invite you to contact us to learn more about how you can get started with the Prepare To Prosper Process.