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Planning for a Lifetime of Financial Success


ONE-TIME OR AS-NEEDED ADVICE
FINANCIAL CHECKUPS/SECOND OPINIONS

on your entire financial situation or on specific topics such as…

Cash Flow

Investments

Employee Stock Options

Retirement Distributions

Employee Benefits
College Funding

Tax Planning

Retirement Planning

Insurance Needs

Estate Planning

Steps Required to Complete Your Financial Plan


Taking the Steps to Reach Your Goals


Step 1: Initial Inquiry

Call us today at (703) 779-0515 or inquire for a no-obligation get acquainted meeting, then complete the informational questionnaire.

 
Step 2: Get Acquainted Meeting or Teleconference
This is an opportunity for us to exchange information about your needs and objectives, and to further discuss which of our services are right for you. We will also provide an estimated fee quote. If you decide to engage our services, we will give you a list of additional information that we will need to begin formulating your financial plan.
 
Step 3: Data Gathering and Initial Preparation
You will be asked to gather financial data and complete a cash flow worksheet and risk tolerance questionnaire.
 
Step 4: Analysis and Plan Formulation
In this step we will analyze the information provided and perform any required research needed to prepare your financial plan.
 
Step 5: Presentation of Your Financial Plan
Congratulations! At this point you will hold a customized financial plan designed to meet your goals and provide you with financial peace of mind. During the presentation meeting we will review all aspects of the plan with you, making sure that you fully understand the recommendations and instructions for implementation.
 
Step 6: Plan Implementation and Follow Up
Taking prompt action to implement your plan is crucial to reaching your financial goals. Your plan has been designed to allow you to carry it out without the need of incurring the cost of ongoing professional fees, however we will gladly answer any questions you may have and refer you to other professionals for any additional assistance you require.
 
Why Do It Now
Procrastination is the greatest obstacle to success. Goals won't do you any good and financial problems won't go away unless you take action. We can help by providing you with easily understood recommendations and specific instructions for implementing a plan, which will enable you to reach your goals and solve your financial problems.

Call us today at (703) 779-0515 or inquire to find out more about how a fee only financial planner at Lifetime Financial Planning can help you with your financial, tax and investment needs.

 
 

Lifetime Financial Planning, Inc.

Dean Knepper, CPA, CERTIFIED FINANCIAL PLANNER™ professional

2201 Cooperative Way, Suite 600, Herndon, Virginia, 20171

208 South King Street, Suite 201, Leesburg, Virginia, 20175

Phone: (703) 779-0515 - Fax: (703) 779-7815 - E-mail: info@lifetimefp.net
 

Hourly Fee Only | Financial Planning | Investment Advice | College Savings Plans | College Financial Aid |
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