Where Do You Take-Off?
We put an incredible emphasis on building a clear, strong foundation for client relationships and financial planning. This is the general pattern at the beginning of your journey.
We have virtual, in-person and over-the-phone options for your convenience. Meetings can be combined into one or two sessions as needed, to fit your schedule.
1st
Meeting
2nd
Meeting
3rd
Meeting
4th
Meeting
5th
Meeting
6th
Meeting
How Does the Journey Continue?
During your first year with us, we want to get to know you. But first things first. If you have something urgent you’d like our advice on, be it a new job offer, figuring out your benefits, that extra cash you’re sitting on, or anything else, we’ll tackle that roadblock first. Let us help. We listen, and we offer clarity and foresight. However many meetings it takes. We’re here.
Keeping in Touch
Follow-up meetings every 6 to 12 months are a great chance to check in and see how things are moving along.
Support
Unlimited phone, email, and video support with 1 business-day response time at most.
Financial Tools
Secure access to online client portal and financial tools will help you manage and keep track of your finances independently.
Course Correction
The monitoring of your financial plan includes everything from cash flow, legacy and retirement planning, Social Security and insurance analysis, to keep you on track.
Savings Strategy
We keep the end destination in mind and plan for your goals and retirement every step of the way
Investment Mangement
The terrain is bound to change. Lucky for you, we keep track of those fluctuations and make sure that your money is in the right place with a long term perspective.
Your Financial Goals are Just a Short Hop Away
At Pacific United Planning, I focus first on you:
I can give you a 30,000 feet clear view of your situation and provide solutions customized to fit your needs.