Description

Do you feel overwhelmed with financial planning and feel there are too many things to tackle? Are you not exactly sure where to get started? Today we will cover our process here at Bulman Wealth Group, guiding you through what it feels like to become a client with us. 

Here’s some of what we discuss in this episode:

• The discovery meeting: Getting to know your goals, dreams, and concerns
• Risk assessment and document collection after the first meeting
• Identifying areas of improvement with an initial, high-level financial plan
• The follow-up meeting: Discussing risk score, portfolio analysis, and moving forward
• Transferring your accounts, refining your financial plan, and establishing a client account
• Regular review meetings, continuous communication, and client events

WAYS TO CONNECT:

Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.