START YOUR JOURNEY
WITH FINANCIAL STRATEGIES GROUP

HELP ME START MY FINANCIAL JOURNEY

For those just starting out, we can help you plan out your financial future

Many of our clients started not knowing if they could even reach their financial goals. With small steps and a little encouragement, we work together with many people to get started from ground zero to growing financially!

When it comes to working with our clients, we understand that many people don't "have it all together" in their financial lives.  Well, that's why we're here.  We enjoy helping people, so even if you have made a few mistakes (or a lot of them), we really want to help you move forward with a great plan that fits your goals.

WHAT TO EXPECT

Help Me Start

At Financial Strategies Group, we are unique in the fact that we are independently owned and operated by a team of local advisors.

When you work with Financial Strategies Group, you are joining our family of clients - and we hope long term! Our goal is to serve you well and to help you get to your financial goal. That takes time, but we will be here to do that with you!

If you are thinking you would like to explore the idea of working with us, just sign up for a complimentary visit with one of our advisors for an initial meeting. This meeting gives both of us a chance to explore exactly what your goals are and how we might fit into that plan. If you don’t even know what your goals are, don’t worry about that - we will help you think through that.

DO I NEED TO PREPARE ANYTHING FOR THE MEETING?

Everyone is at a different point in their financial life. Some have records organized and ready to go. Others aren’t even sure how to get started. So the answer is no, you don’t need to prepare anything for your first meeting. If you would like to bring a budget, your bank statements, tax records, and any account statements, that would be great. At our first meeting, we will go over some of the basics with you and then give you some homework for our next meeting.

Fill out the form below to get started!

We are ready to begin. Here’s what you can expect as we move forward.

1

INITIAL CONSULT

The primary purpose of this meeting is for you to learn more about us, and us about you. Items we may discuss include:

  • Your previous experience with investing
  • Your financial goals including your current financial situation
  • How our firm can help you
2

SET THE PLAN

Once the advisor has reviewed all the aspects of your goals, you will meet again to set in motion those goals. We will make recommendations, give guidance, and answer any questions you may have.

3

REVIEW THE PLAN

We will review your plan and the results with you on a periodic basis. This meeting gives us all an idea of how things are going and what changes need to be made for you to stay on track.

SCHEDULE A MEETING WITH US

Signing up for a complimentary consultation is fast and easy!  No commitments or obligations.

Just let us know the basics about your needs - that way we can use your time wisely.

Your information is safe with us.  We like you and don't want to disappoint you.  Plus, that is just who we are!

That's it!  Now we look forward to enjoying a cup of coffee with you while we start planning your financial road!

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What to bring?

If you don’t know where to start, just come as you are.

If you have a few pieces of information for us, that can definitely help us get the ball rolling. That would be items like:

  • Income Tax Returns (Federal and State) – Prior year
  • Debt Statements
  • Social Security Statement
  • Investment/Retirement Account Statements
  • Bank Statements – checking, savings, CDs, etc.

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