PLAN YOUR JOURNEY
WITH FINANCIAL STRATEGIES GROUP
GET ENCOURAGEMENT FROM OUR FINANCIAL ADVISORS
We can help you take the next step in your journey
Getting started with Financial Strategies Group is quite simple. If you are in a place where you are ready to take the next step in your financial planning, we are ready to help!
OUR APPROACH TO YOUR PLAN
At Financial Strategies Group, we are unique in the fact that we are independently owned and operated by a team of local advisors.
Many of our clients at this stage use us for help with
- Looking at investment options
- Opening your first IRA
- Obtaining a life insurance quote
Of course, we understand that your needs at this point might look a little different than this, but this gives you an idea of where we can step in and help you out!
WHAT TO EXPECT
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 meet your financial goal. That takes time, but we will be here to do that with you!
To begin working with us, 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.
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.
We are ready to begin. Here’s what you can expect as we move forward.
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
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.
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!