Process

JK Financial Planning, Inc.’s 7 Steps to Financial Success is a win-win approach to financial planning for clients and advisors. It spells out step by step our approach to building a brighter financial future.

STEP 1 - Initial Inquiry

ADVISOR’S RESPONSIBILITIES: We provide a brief description of our services, philosophies, methodology, and fee structure. We will direct you to our Web site or mail you an introductory packet to help you learn more.

CLIENT’S RESPONSIBILITIES: If our services appear to fit your needs, we will schedule a Free Get Acquainted Meeting in person, and at the same time provide you with additional information to help you learn more.

STEP 2 - FREE Get Acquainted Meeting

ADVISOR’S RESPONSIBILITIES: We meet with you free of charge in person. It’s an opportunity to exchange information about your needs and objectives, to further discuss which of our services are right for you, and to provide you an estimate of the cost of our services. Remember, JK Financial Planning, Inc. does not accept commissions, and instead charges for their services on an hourly, as-needed basis.

CLIENT’S RESPONSIBILITIES: If you choose to use our services, we will provide a list of additional information that is needed to begin formulating your personal financial plan.

STEP 3 - Data Gathering and Initial Preparation

ADVISOR’S RESPONSIBILITIES: After receiving your information, we will begin to review and develop your custom financial plan. JK Financial Planning, Inc. will prepare initial reports that will be discussed with you at your next meeting.

CLIENT’S RESPONSIBILITIES: You will need to gather the requested data and then possibly complete a risk tolerance questionnaire provided by JK Financial Planning, Inc. You will need to provide this information before our next meeting.

STEP 4 - Interactive Goal Setting

ADVISOR’S RESPONSIBLITIES: Depending on your individual circumstances, this meeting may or may not be necessary. If it is, it can be in person or via teleconference. We will work with you to further discuss and clarify the information you have provided thus far, and to refine your financial goals and objectives.

CLIENT’S RESPONSIBILITIES: This is another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss any additional questions and concerns.

STEP 5 - Analysis and Plan Formulation

ADVISOR’S RESPONSIBLITIES: JK Financial Planning, Inc. refines the information you have provided and studies various plan scenarios. We conclude our research and analysis, and produce the final report that includes observations, assumptions, specific recommendations, and an action plan for your unique situation.

CLIENT’S RESPONSIBILITIES: The ball is in our court. All you have to do at this point is wait for our next meeting.

STEP 6 - Presentation of Your Financial Plan

ADVISOR’S RESPONSIBILITIES: We review your personal financial plan and our specific recommendations.

CLIENT’S RESPONSIBILITIES: Congratulations! You now hold your personal blueprint for financial success designed with your financial goals in mind. You are empowered with specific recommendations to implement your financial plan. If you wish, you may employ us further to assist you in carrying out that plan.

STEP 7 - Financial Checkups

ADVISOR’S RESPONSIBILITIES: Periodic update meetings and reviews are essential to maintain good fiscal health. We can schedule these periodic meetings with you at whatever frequency you think appropriate.

CLIENT/CONSUMER’S RESPONSIBILITIES: Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional reviews are crucial to reaching your financial goals. We urge prompt attention. It’s about your financial future

How can Jeff help with your transitions?

Call or email Jeff today to learn more or schedule a complimentary, no obligation Get-Acquainted meeting.