The Client Experience

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.

Introductory Call

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.

Comprehensive Plan

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.

Investment Management

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 >

Hourly Consulting

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.