OUR PROCESS

We're excited for the opportunity to partner with you. Your Greatest Contribution (YGC) provides regular access to a CERTIFIED FINANCIAL PLANNER™ who will collaborate with you on your financial journey.

WORKING TOGETHER

Plan

We’ll help you think through your top financial goals and get a baseline understanding of where we’re starting from. We work with you to develop a clear picture of your current situation. We’ll ask lots of questions and ask for your help gathering data about your current situation. This information is the foundation for building YOUR plan.

Implement

Based on our discussions and the information you’ve shared, we’ll propose action steps to better align your financial realities of today with your goals for tomorrow.

These action steps may include one, many, or all of the following:

  • Investment management
  • Retirement planning
  • Cash flow management
  • Developing personal financial statements
  • Education funding strategies
  • Insurance planning
  • Income tax planning
  • Estate planning
We’ll set a list of priorities and work with you to help you achieve your goals.

Evaluate

Ongoing evaluation is important because things change. Beyond the economy, markets, and interest rates; even jobs, children, homes, and goals can change over time. A financial plan should be able to grow and change with you. That’s why we don’t deliver a one-time document that may be out of date within months.

Annual Meeting

Every year we will meet to reassess your financial plan and make any changes needed to help ensure you're on track to meet both your short and long term goals. Your financial success is our passion.

Interested In Becoming A YGC Client?

If there a lot going on in your financial life and you’re ready to get a plan in place to ease your money worries, schedule a free 30-minute initial consultation to see if we are a great fit for you. Immediately after you schedule your call, you will be prompted to answer an introductory questionnaire. It’s important that we get an accurate snapshot of where you are financially in order for us to come to our call prepared with pertinent insights and advice, so don’t feel shy about your answers!

ONGOING
GUIDANCE

Includes 2-3 meetings up-front, quarterly implementation strategy, and anytime access via email with our experts for questions and concerns.

OUR
PROCESS

YGC provides regular access to a CERTIFIED FINANCIAL PLANNERâ„¢ who will collaborate with you on your financial journey.

CONTINUED
MONITORING

Construction of an individualized portfolio, implementation, and monitoring with quarterly statements and annual discussion.

Are you ready to take control of your finances? Let me show you how!
Sign up for the free guidebook and get back on track today.

© Copyright 2017. All Rights Reserved. Your Greatest Contribution. Designed by Lockett Consulting

Search