5 Step Planning Process...
1. Initial Meeting - Getting to Know You:
Discovery meeting to gather pertinent financial information from you to understand your current financial situation. Additionally, you’ll gain insight into Par Financial.
(45 – 60 minutes of client’s time is required)
2. Financial Analysis:
Preforming a comprehensive analysis to align with your financial objectives. Leveraging our wealth of expertise and available resources, we formulate a tailored plan.
3. Presentation of Solutions:
We unveil our recommendations along with the rationale behind their formulation. We will educate and review the advantages of each option and associated cost and fees.
4. Implementation:
With your decision to implement our plan, we structure and execute the strategy.
5. Ongoing Review:
We maintain consistent communication and regular meetings with our clients. Shifts in your financial situation or goals, adjustments may be necessary.
Contact including phone calls, emails, and meetings annually.