Framework Financial Planning

CONNECT

Address:

9307 Monroe Road, Ste J
Charlotte, NC 28270

Phone:

Office 980-272-5838,

Fax/Other:

704-912-4210

How to Start

 

If you're ready to get financially organized, then there are a key few key steps that you should consider before embarking on a financial plan.

Picture the process as a running race. If you want to get the best possible result, then there's some training to be done before you head to the starting line.

READY?

It's important to do some thinking on your own and/or with anyone who enters into your financial plans. The following questions are designed to act as a launchpad for your thinking.

SET?

Knowing your key data before launching into a financial plan, is also just as valuable as putting in some leg work before the day of an important race.

There are certain key numbers that indicate the state of your financial health. By putting these together, we'll truly understand where you're starting from, and will be in a great place to help you to make informed choices about your finances.

Click here to download a presentation that explains what these key numbers are and how to find them.

GO!

Schedule an initial comittment-free meeting. You'll leave with clear information and ideas that will help design a financial plan that builds around your current lifestyle and supports your vision for the future.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck