Wealth Planners, LLC believes that you should know what to expect if you engage our firm. Below is an outline of how the financial planning process works at Wealth Planners, LLC.

Step 1: INITIAL INQUIRY

Advisor's Responsibilities: We will provide a brief description of our services, philosophies and methodology. We will direct you to our firm's website and mail you introductory information to help you learn more.
Client/Consumers Responsibilities: If our services appear to fit your needs, we will schedule a Complimentary Get Acquainted Meeting in person and at the same time provide you with additional information to help you learn more.

Step 2: COMPLIMENTARY GET ACQUAINTED MEETING

Advisor's Responsibilities: We will meet with you 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 with charges for our services
Clients / Consumer's Responsibilities: If you choose to use our services and approve the Client Service Agreement, we will provide a list of additional information that we will need to begin formulating your personal financial plan.

Step 3: DATA GATHERING AND INITIAL PREPARATION

Advisor's Responsibilities: After reviewing your information, we will begin to review and develop your custom financial plan. We will prepare initial reports that we will discuss with you at our next meeting.
Client / Consumer's Responsibilities: You will need to gather requested data and then complete a Risk Tolerance questionnaire provided by us. This information will need to be provided to us before your next meeting.

Step 4: INTERACTIVE GOAL SETTING

Advisor's Responsibilities: 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 / Consumers Responsibilities: This is another opportunity for you to clarify your current situation, financial goals and objectives, and to discuss with us any additional questions and concerns.

Step 5: ANALYSIS AND PLAN FORMULATION

Advisors Responsibilities: We refine the information you have provided and study various plan scenarios. We conclude our research and analysis, and produce the final reports that include observations, assumptions, specific recommendations, and an action plan for your unique situation.
Client / Consumer's Responsibilities: The ball is in our court. All you have to do at this point is await your next meeting with your advisor.

Step 6: PRESENTATION OF YOUR FINANCIAL PLAN

Advisor's Responsibilities: You and your advisor review your personal financial plan and his specific recommendations.
Client / Consumer'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 is appropriate. We recommend at least one time each year for a comprehensive review.
Client / Consumer 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 is about YOUR financial future.