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Investments, Insurance & Planning
Planning
Just like every tree requires the right soil mix, sun duration & seasonal temperature to prosper, so does every retirement plan. The only underlying universal principle between all plans is that everyone wants to know that their plan is “rooted” strongly when bad weather comes. Come see how we create a unique tailored plan to ensure you are in your right environment to “prosper”.
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50 Minute Casual Introduction Meeting
The initial step in the process of getting in touch with Three Leaf Financial is schedule a 50-minute "zoom" appointment, which is free of cost and obligation. This meeting serves as a casual introduction to help Derek understand your unique situation. You can book your appointment by contacting Kelly via email or phone. If you find the conversation valuable, you can schedule a fact-finding appointment.
Meeting #2: Fact Finding
The second meeting will involve fact-finding. You will be asked to upload any relevant statements or data through a secure link. During the appointment, Derek will ask questions to gain a better understanding of your current financial situation This information will be used to create a financial and income summary.
Meeting #3: Summary Review & Direction
The third meeting will involve reviewing the financial and preliminary income summary. It's a great chance to ensure accuracy and identify areas that require attention or don't align with your goals. These areas will be discussed, and recommendations will be made for the next appointment.
Meeting #4: Written Recommendations
The fourth meeting is a chance for you and Derek to go over the written that address the areas of concern identified in the meeting. The recommendations are accompanied by the costs and fees associated with executing or managing the strategies. You can take this written guidance with you. A fifth meeting will be arranged to implement any of the recommendations.
Meeting #5: Implementation
The purpose of the 5th meeting is to put into action the recommendations made in the previous meeting. Both spouses, if applicable, will be present and account set-up paperwork will be completed. It's important to provide beneficiary information and photo identification. Once implementation is finished, we will schedule future meetings and reports based on your preferences.
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