What to Expect | Salvini Financial Planning

Describe – We will explain the financial planning process, investment management availability, more about our Fee-Only commitment, and learn about you.
Questions – Ask them! We are pleased to discuss how we can help you.
Next Step – If we both feel Salvini Financial Planning can meet your needs, then we will schedule a no obligation, Get Acquainted meeting.

Prepare – To help us serve you, we provide a Confidential Questionnaire for you to bring to our meeting. You may also want to review “How to Select a Financial Advisor.”
Discuss – During our ½ hour meeting we will ascertain your goals and financial issues, and we will both decide if we will be the financial team you need. At this point we will also decide if investment management in addition to financial planning is right for your situation.
Service Agreement – As we conclude, you will receive a Service Agreement and fee estimate. If you choose to retain us then we will take your signature and a deposit of ½ the fee estimate or $500, whichever is less.

Documentation – We will identify any documentation necessary to prepare your plan and if applicable manage your investments.
Client Portal – We will introduce you to your Client Portal. In one location you will have your aggregated financial picture, a secure document vault, and powerful planning tools.
Clarification – Questions will be answered or additional documents requested, so that we can finalize the analysis of your situation.

Presentation – We will meet and your individualized report will be explained.
Collaboration – Interactive discussions of observations, analysis, and recommendations.
Plan –You will receive written recommendations along with access to various reports on your Client Portal.

Action – Following the detailed action directives from our planning meeting, you will implement your plan. If you have selected investment management services, SFP will handle the implementation of related activities.
Follow-Up – We anticipate you may have additional questions as you proceed. We are always interested in answering your questions and concerns should they arise, and additional meetings are available upon your request, or if we feel further meetings would best suit your scenario.
Options – Similar to managing other aspects of your health, “financial check-ups” are an important part of the process. We recommend annual reviews or as life changes necessitate.

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