Financial Planning Process
Initial Meeting – Financial Profile
What’s really important to you
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What are your priorities?
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Where are you now, where do you want to be?
Planning Meeting
Evaluation
•
Financial Strategies •
Implementation Meeting
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Review Financial Concerns
•
Recommendations
•
Take Action
•
Quarterly Review
Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability.
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