Financial planning process

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mark and Kayla are worried about their
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finances and they're not sure if they're
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on track to achieve their goals they
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have heard that milestone directors
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financial advice caleb is milestone
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direct and speaks to one other
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authorized financial advisors that works
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there the adviser asks Kayla a few
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questions to see if he thinks they need
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financial advice if so he did organizes
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a date and time for the couple to meet
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with him online and discuss their
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current financial situation before their
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meeting Kayla and market business
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information booklet for them to fill in
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to the best of their ability this
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booklet is a tool that the advisors will
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use to help understand market Kayla's
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current financial situation and also the
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goals that they want to achieve Kayla
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and Mark fill in the form and send them
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back to the adviser so he has a basic
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understanding of the couple's situation
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before they meet during the meeting mark
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Kayla and the financial adviser talked
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about the couple's goals and what they
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want to achieve from the financial
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advice mark and Kayla get asked a number
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of questions to further help the advisor
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understand how he can help the couple
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after the meeting while Mark and Kayla
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relax the adviser works with other
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members of his team to develop
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strategies and plans for how marcantel
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their goals once the advisor has work
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they are plan from local tailor he
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writes the couple a statement of advice
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which contains his recommendations to
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mark inhaler about what they could do
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with their money to help them achieve
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their goals
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he sends this to the couple's and give
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them time to freedom
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and come up with any questions that they
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may have when the couple is ready the
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three of them meet again to talk through
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the recommendations make
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and discuss how they can implement the
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advice and suggestions mark and Kayla
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can now work towards achieving their
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goals with a be short term such as
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travel or buying a house or long term
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like preparing themselves for attainment
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the financial advisor regularly shifts
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up with Mike and Kayla to review this
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situation and ensure that they remain on
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track to achieve their goals if you
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think that you may benefit from some
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financial advice or if you have any
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questions about the services milestone
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Direct has to offer please don't
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hesitate to call us on a five oh eight
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six four five three seven eight or email
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us on info at milestone dairy proteins