Annual Financial Planning Engagement
Real world solutions to real world needs. At Solid Rock we consider our role to be a trusted partner: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
We prefer to take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. We'll provide ongoing service as your needs and situation change over time and work with you over the years to help keep your program on track with your changing needs.
Step 1: Introduction Strategy Session
Everyone is different, so it's important for us to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more we get to know about you, the more insightful our recommendations and advice will be.
Step 2: Expectation Strategy Session
Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished. Here you'll determine if you would like to sign up for an annual planing agreement.
Step 3: Direction Strategy Session
Next, if we have entered into a financial planning agreement, we will identify and begin implementation of your strategies. Here we will consult with your tax and legal advisors to make sure our efforts fit in with your holistic plans.
* As a financial advisor with Eagle Strategies LLC, I can offer fee-based investment advisory services, while as an agent with New York Life Insurance Company and registered representative with NYLIFE Securities LLC, I can offer commission-based product sales. Clients can choose to do business with me for the advisory services only, or to implement product sales, or for both.
Protect your family – now and into the future.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.
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