Comprehensive Financial Planning
How We Work
A simple process to reach your life adventures
Get to know you
Learning about what is most important to you and
clearly explaining our process and philosophy
Gather Data
Collect
the needed information to access your personal and financial picture.
Goals for the future
Identify goals
for the future. Analyze and evaluate your financial status in regards to your
goals.
Develop Strategies
Develop
strategies and alternatives to achieve goals. Present recommendations and agree
on way forward
Impliment Way Forward
Implement
financial recommendations and plan.
Monitor Progress
Monitor
planning recommendations and personal situation for success. Make adjustments as neccisary.
Lets Connect
Alan B Faerber
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning CounselorSM
Alan@Bountifulplanner.com
Cell: 385-319-2878
Schedule a Time
Let's Connect
on Medicare
Free Comprehensive Financial Plan with Medicare Consultation
Alan B Faerber
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning CounselorSM
Alan@Bountifulplanner.com
Cell: 385-319-2878
Schedule a Time
