Have you thought about working with a financial planner, but you’re just not sure what to expect? Have you thought you might benefit from creating a financial plan, but you just don’t know what the process might be like or if it would even be helpful? Wonder no more. In this episode you’ll be given a guided tour through the financial planning process at Phase 3 Advisory Services.

Join hosts John Bever and Jim Uren as they reveal each step of the financial planning process that they follow with every client. From your initial phone call to the creation of your written action plan, you’ll discover what to expect at every step along the way. You’ll learn how we conduct our first meeting, the questions we tend to ask and the information we gather to help create your personalized financial plan. You’ll also learn the enormous benefits of having a personalized financial plan, the importance of working with a CERTIFIED FINANCIAL PLANNER™ professional, and the importance of plan implementation and review.

After listening to this episode, you will be able to:

·      Determine how the financial planning process might help you work toward your financial goals.

·      Schedule your initial conversation with a financial planner without fear of the unknown.

·      Understand what to expect at every step of the financial planning process.

·      Identify the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional.

·      Boost your motivation to help you work toward a strong financial future.

The key moments in this episode are:

00:00:05 - Introduction to Retirement Planning

00:01:19 - Importance of Working with a Financial Planner

00:05:44 - Health Benefits of Financial Planning

00:07:39 - What to Expect in a Discovery Meeting

00:13:01 - Sample Questions in a Discovery Meeting

00:13:45 - Financial Considerations in Retirement

00:15:10 - Financial Planning Process

00:19:18 - Importance of Data Gathering

00:24:41 - Financial Plan Presentation

00:26:19 - Importance of Review

00:26:42 - Reviewing Financial Data

00:27:58 - Client-Centric Approach

00:28:51 - Tools for Financial Planning

00:29:34 - Tax Optimization in Retirement

00:30:00 - Gratitude Segment

Disclosure: The views expressed in this podcast are not necessarily the opinions of Phase 3 Advisory Services or Osaic Wealth, Inc. and should not be construed directly or indirectly as an offer to buy or sell any securities or services mentioned herein. Unless otherwise specified, show guests are not securities licensed or affiliated with Phase 3 Advisory Services or Osaic Wealth. 

Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional investment. and insurance advisory services offered through Phase 3 Advisory Services Limited, a Registered Investment Advisor.

Osaic Wealth is separately owned and other entities and or marketing names, products or services referenced here are independent of Osaic Wealth. Phase 3 Advisory Services is located at 1110 West Lake Cook Road, Suite 265 in Buffalo Grove, Illinois 60089. Our phone number is 847-520-5545. For additional information, visit our website at phase3advisory.com.