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Our Process

If you think Core Financial Planning, LLC might be able to help you, the process to get started is simple.  Whether you are interested in Comprehensive Financial Planning or may require a more Limited Financial Planning Engagement (see listing), simply contact us. 

Contact Us

Online, you can click on our Contact Us page and fill out the form provided. We will then review and respond within two business days.  By phone, you can call the office and leave a message for us to follow-up on.  Whether online or by phone, we will set up a brief phone call to discuss your needs and potentially set up an appointment. 

If you are undecided on the services you may need, we will discuss your options with you and provide an objective opinion on your alternatives as well as a recommended course of action. At times, Comprehensive Planning is not necessary and we will not waste your time pushing unneeded/unwanted services.  It is always important, however, to take a more holistic look at every situation as the financial planning components/topics overlap. 

Let’s Get Focused and Get Planning!

Along the way, we will request your pertinent documents (investment statements, tax return, etc.) and work together to get a thorough understanding of the issue(s). This may include the completion of a questionnaire, the answering of a series of questions or both. We will gain an understanding of any goals, values and needs associated with a particular planning topic. We always look forward to the future with you. If you decide to move forward with us, we will sign a written Limited or Comprehensive Planning agreement. Whichever route you take, our goal is Peace of Mind.  

With a Limited Engagement, the client implements the given recommendations themselves. Comprehensive planning clients can choose to implement themselves or have us implement most recommendations.  With our Comprehensive planning clients, we also monitor the plan and make recommendations along the way. We also schedule necessary meetings throughout the year to address topics or handle transactions. 

Peace of Mind

Sit back and relax a little more. You will have greater peace of mind knowing that you have addressed your key financial considerations and that they are being reviewed/handled by an experienced, trusted, Certified Financial Planner® who focuses on a sound retirement and everything it takes to get there.