Our initial meeting is a no cost, approxamitly 30 minute meeting where we will get to know a little about each other. We will discuss your current concerns and goals along with the services we can offer.
We’ll meet up to 4 times with the goal of creating a 1-page document that becomes the compass for your financial future.
Outline Action Steps
We’ll focus on behavior and cashflow and measure our monthly benchmarks, follow the plan to reach your goals, and have 30 minute monthly planning sessions.
As Time Goes On
We’ll shift our focus to long term planning and goals:
Schedule a Free Consultation
Our initial consultation is completely free and only takes 30 minutes.
You will have the opportunity to discuss your current worries and concerns. Then we will help you understand how we can help.
Family Life Financial Planning, LLC is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized.
The information provided should not be relied upon as the sole factor in an investment-making decision. Past performance is no guarantee of future results.