Sharing one’s dreams and aspirations — not to mention details of your financial life — may be a daunting proposition. F5FP recognizes this and utilizes a structured, proven process to ensure that your needs match our abilities. Further, we make sure that there is philosophical alignment between you and our firm. We are not looking for short term engagements. We are looking for long term partnerships.
The process begins now! If you’re reading this, you have taken the key first step of searching out a fee only financial advisor. You should take the time to review all of the information on the web site and begin to record your questions.
The second step involves you contacting F5FP. You’re welcome to drop us an e-mail or give us a call, whichever method you prefer is fine. We’ll talk to you about the process, provide you a copy of our confidential questionaire and schedule a time for us to get acquainted. It’s critical that you review our disclosure documents prior to the meeting; and, more importantly, that you provide us with a completed copy of the confidential questionaire prior to the meeting. The fee only model focuses on delivering results in an efficient — both from time and cost — manner. In addition, part of our process involves education. You taking the time to gather the key information and complete the confidential questionaire is critical to this process.
The third step is the get acquainted meeting. We’ll arrange for some time for us to sit down together and discuss what you would like F5FP to help you achieve, what you expect from us, what we expect from you, and see if there is a good fit. If so, we’ll move towards formalizing a working agreement. If not, we’ll part ways; hopefully, both richer for meeting each other.
The formal agreement can take many forms and is highlighted on our services page…