The Client Experience
You have questions and you don’t know what to do.
The first step is to see how we can be of help to you.
At Larson Financial Planning we start every engagement with an Introductory Call. This no obligation complimentary call gives you a chance to ask your questions and it gives us the opportunity to see if we can be of assistance to you.
Financial Planning Meeting
Once you return your confidential Data Form, we hold our Financial Planning Meeting. In this meeting, we clarify your goals, your questions are answered, and you will leave the meeting with a clear outline of action steps. And, you will be given even more information that you didn’t even know you needed.
Some clients have complex financial questions that need more in-depth analysis. If needed, we’ll look at any combination of retirement planning, education funding, insurance needs, debt management, budgeting, and estate planning to devise your action steps.
We also help you with the investment and ongoing management of your money.
We define how your money is being invested, how is it going to be monitored, what changes will be made and when. No more guessing or confusion. Learn More >
You may have specific financial questions that we can answer in a short period of time. To meet these needs, Larson Financial Planning holds hourly consulting sessions.