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Your Free Retirement Pre-Plan

Why: To help you evaluate the value of our services and make an informed decision about hiring our firm. 

What: Your FREE retirement pre-plan will show you if you are on track for retirement success and, if not, what you can do to get there. 

Who: Firefighters that want to plan, prepare, and commit to achieving retirement success—whether in a defined benefit or a defined contribution plan.  

NO cost or obligation

I want to know how I can help you and begin providing value before you ever pay a single dollar. 

are you on track?

Do you know how much you'll need to retire? Are you on track? If not, what can you do to get on track? We'll answer those questions together. 

15-Minute phone call

The RECEO-VS process begins with a 15-minute phone call. Let's get started!

Your Free Retirement Pre-Plan

The RECEO-VS Process

Request a call:

A 15- minute phone call to allow us to determine whether we'd be a good fit. If we aren't right for you, we'll be happy to point you in the right direction. 

Evaluate your situation: 

We wouldn't enter a structure without a walk-around first. Similarly, I can't make a recommendation without evaluating your situation. 

The next step is a one-hour meeting where we get crystal clear on your financial goals, needs, and concerns. 

Conduct an analysis:

Based on where you're at today, we will analyze how much you'll need to maintain your retirement lifestyle, whether or not you are on track, and what action steps you'll need to take to get there. 

Explore your options:

With the analysis complete, we will have another meeting to review our findings and recommendations. We'll discuss all the various options to help you achieve your stated goals.

Opt-in or out:

We want to develop a long-term relationship with clients. It's important to take as much time as you need to make a decision. 

 

To help you make a smart decision, answer these questions:

 

  1. Do I like, trust, and respect Matthew and his team?

  2. Do the benefits outweigh the cost?

  3. Do I understand and agree with their investment approach?

  4. Do their recommendations make sense? 

We will follow-up within a few days to determine how you would like to move forward. 

Validate the relationship:

Once you've decided to become a client, we will validate the relationship by signing a client agreement and paying the financial planning fee. 

Strengthen your financial future:

We will use our SLICERS approach to ensure you are prepared for all seasons of life. At a minimum, we will meet quarterly to ensure you are on track. Though, We will meet as often as necessary when specific challenges or opportunities arise.

 

SLICERS approach to financial planning: 

  • Size-up your financial situation

  • Locate opportunities and obstacles

  • Investigate solutions

  • Create a plan

  • Execute the plan

  • Refine the plan

  • Stay on the path

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Forward Focus Financial Planning, LLC is a Registered Investment Advisor in the state of Georgia.

(470) 228-0519 |matthew@forwardfocusfp.com |Clarkesville, GA 

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