All new clients start with 3 meetings that serve as the foundation for our relationship and your plan

#1 The Discovery Meeting

What are your goals and values? What keeps you up at night? Where do you want to be?

#2 The Get Organized Meeting

What does your current financial picture look like? Where are your financial strengths and weaknesses? What are your priorities?

#3 The Cash Flow Meeting

How are you currently managing your cash flow? Do you have a surplus? Deficit? Do you know where your money goes?

Once the above meetings are completed we meet at a minimum 2x's per year with unlimited email and phone contact in between

From here we tackle the core elements of your financial life by taking you through the below process. Such topics can include, but or not limited too, your investments, taxes, benefits, college funding, estate planning, insurance needs.

The Lake Road Financial Planning Process:

 
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UNDERSTAND

We find out what's important to you and your family?  What are your goals?  What keeps you up at night? 

DEVELOP

Once we understand your needs, we create multiple paths to get there.

IMPLEMENT

We don’t make
recommendations and walk away. We're here to help choose a solution and follow-through.

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MONITOR

We use the latest technology to track and measure your progress.

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Evaluate

Are we on the right track? Have your priorities changed? Do we need to fine-tune anything? 

 

A Commitment To A Continuous Process, Not A One Time Plan 

Receiving a one time 25 page financial plan sounds impressive. However, in reality it's often overwhelming and rarely gets implemented.  At Lake Road Advisors we put you in a position to be successful, so we wont bury you with a another 100 items for you to-do list.  We take a measured approach and tackle one fundamental area at a time.  We provide actionable steps to help you implement your plan.

However we know that life changes on a dime, and thus we are there to properly adjust your plan. The planning process never stops, its a new habit that will help you manage your goals going forward.

A CERTIFIED FINANCIAL PLANNER™ Who Knows You

Priorities will change.  Markets will rise and fall. Often overlooked, the behavioral side of finance can derail your plans. We arm you with a CERTIFIED FINANCIAL PLANNER™ who can help you weather these storms.   

Want To Learn More?

Click below to schedule a 15 minute no obligation call.