A Check-up for your financial well-being!
This Financial Review includes:
An appointment with a LFA principal, between two and three hours in length, covering your three top areas of concern (“3 Burning Questions”). Additionally, all Financial Reviews will include:
- An assessment of if you are practicing the “5 Fundamentals of Fiscal Fitness”.
- A review of your “Financial Life Cycle” position.
- Possible tax savings strategies for your consideration.
Items needed prior to meeting:
- Most recent pay stubs and/or profit & loss statement from your business
- A list of all assets and liabilities (including most recent brokerage, bank, pension, and social security statements), so we can research and evaluate of your current situation.
- Copy of last 2 years tax returns.
When making your appointment, please let us know the three most critical areas you will want to cover (your “3 Burning Questions”). You will leave the appointment with a written list of recommendations and specific options. You are then free to implement them yourself or through another financial advisor. There is no further obligation to us.
We will ensure there is time at the end of the appointment to discuss further services which may be suitable for your situation, should you be interested. The full amount paid for the Financial Review would be applied toward fees for additional services you elect within sixty days.
No tax preparation or investment implementation is included in the Financial Review. It is important to note that the Financial Review is not a full financial plan. It is an overview of your financial progress and a review of limited aspects of your financial situation.
To schedule an appointment, call us at 732-747-6697 or email us at donnalfadvisorscom (donnalfadvisorscom) . You can anticipate that appointments can be scheduled within 2-4 weeks. If you have any questions about this program, please contact us.
Payment terms: A non-refundable deposit of half is to be paid at the time the appointment is scheduled; the balance is paid when you arrive for your appointment. We accept most credit cards.