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Cooke Financial Planning’s 7-Steps to Financial
Success is a win-win approach. It spells out our simple-to-understand-and-implement
process to building a brighter financial future. |
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STEP 1: Initial Inquiry |
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Call or visit our website to review our services,
philosophies, methodology, and fee structure. |
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Step 2: FREE Get Acquainted Meeting |
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At this meeting we exchange information about your
needs and objectives and determine which services are appropriate
for you. By the close of this meeting you’ll have an estimate
of the cost for our services as well as a list of additional information
needed to begin formulating your personal financial plan. |
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Step 3: Data Gathering and Initial Preparation
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If you decide to move forward with us, you’ll
need to supply us with the data requested in Step 2. Upon receipt
of this information, we will begin to review and develop your custom
financial plan. |
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| Step 4: Interactive Goal Setting |
| This step may or may not be necessary and may be
in person or via teleconference. This is an opportunity for us to
clarify the information you’ve provided so far, and to refine
your financial goals and objectives. |
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Step 5: Analysis and Plan Formulation |
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After thoroughly reviewing and refining the information
you’ve provided and after having studied various plan scenarios,
we conclude our research and analysis and produce the final reports.
Your reports will include observations, assumptions, specific recommendations,
and an action plan for your unique situation. |
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Step 6: Presentation of Your Financial Plan |
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Congratulations! You now hold your personal
blueprint for financial success designed with your financial goals
in mind. Together we’ll review your personal plan and specific
recommendations. If you wish, you may decide to employ us further
to assist with the implementation of this plan. |
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| Step 7: Financial Checkups |
| Financial planning is an ongoing process, not a
one-time event! Proper implementation of a financial plan and periodic
reviews are essential to reaching your financial goals. We will be
happy to schedule these periodic meetings with you at whatever frequency
you think appropriate. |
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