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Taking the Steps to Reach Your Goals
Step 1: Initial Inquiry
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Call us today at (337) 643-8319 for a no-obligation get acquainted meeting.
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| Step 2: Get Acquainted Meeting or Teleconference |
| This is an opportunity for us to exchange information about your needs and objectives, and to further discuss which of our services are right for you. We will also provide an estimated fee quote. If you decide to engage our services, we will give you a list of additional information that we will need to begin formulating your financial plan. |
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| Step 3: Data Gathering and Initial Preparation |
| You will be asked to gather financial data and complete a personal financial data form and risk tolerance questionnaire. |
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| Step 4: Analysis and Plan Formulation |
| In this step we will analyze the information provided and perform any required research needed to prepare your financial plan. |
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| Step 5: Presentation of Your Financial Plan |
| Congratulations! At this point you will hold a customized financial plan designed to meet your goals and provide you with financial peace of mind. During the presentation meeting we will review all aspects of the plan with you, making sure that you fully understand the recommendations and instructions for implementation. |
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| Step 6: Plan Implementation and Follow Up |
| Taking prompt action to implement your plan is crucial to reaching your financial goals. Your plan has been designed to allow you to carry it out without the need of incurring the cost of ongoing professional fees, however we will gladly answer any questions you may have if you would like Broussard Financial Group to handle the investment managment of your accounts. |
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| Why Do It Now |
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Procrastination is the greatest obstacle to success. Goals won't do you any good and financial problems won't go away unless you take action. We can help by providing you with easily understood recommendations and specific instructions for implementing a plan, which will enable you to reach your goals and solve your financial problems.
For more information on what Fee-Only planning means, please go to the NAPFA website below:
NAPFA.org
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