FINANCIAL PLANNING

1. Our first meeting will be a casual chat where I can get to know you, and you can feel free to ask whatever questions are on your mind. I will ask you what you are trying to accomplish, what goals are most important and what you have done so far to achieve those goals. Some people have statements, spreadsheets, and documents ready, while others just want to have an introductory meeting. Both are fine with me.

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2. Once you choose to engage me as your Financial Planner, we will discuss the specific areas, goals, or scenarios that I can help with. We will go over the amount of time I will need to do my due diligence, comb through each specific area of your finances and come up with a detailed road map for you to follow. We will go over your individual fee and sign an agreement.

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3. I will get to work and may have additional questions for you or might request additional documents.

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4. We will chat again to make sure you agree with the assumptions I have made in the Plan before I make Final Revisions.

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5. We will get together and go over your Personalized Plan and I will hand over a detailed list as to what I think you should do to reach the goals most important to you. We will discuss the best ways to get started and set up a regular check in to make sure that you are on the right track.

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6. As things in your life change, give me a call and we can start from the beginning!

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Fee Only.

We are True Fiduciary Capital are Fee Only Advisors, meaning that we cannot receive any additional compensation outside of our Agreement. No commissions, referral fees, kick backs, or trade fees. We work for you and do what is in your best interest at all times.

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