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Financial
Planning Services
Financial
planning will provide practical strategies and
information for
achieving your goals either on your entire financial
situation or on specific topics such as:
| Cash
Flow |
Divorce
Planning |
| Investments |
Estate
Planning |
| Portfolio
Administration and Oversight |
Tax
Strategies |
| Retirement
Savings and Planning |
Employee
Benefits |
| College
Funding |
Employee
Stock Options |
| Insurance
Needs |
Inheritances |
Your
financial planner works with you on an hourly-fee
basis.
The
Financial Planning Process
Step
1: Initial Inquiry
Call us at
317-872-5090 or email info@worleyfinancialgroup.com
to receive information to help you
determine if our services are right for you.
Step
2: Fact Finding Meeting
At this meeting we
take the time to get to know you and your objectives.
You will be asked to bring financial data to
this meeting.
Step
3: Plan Preparation
In this step we
will analyze the information provided and perform
required research needed to prepare your financial
plan.
Step
4: Delivery of your Financial Plan
Your customized
financial plan will be sent to you.
About a week after receipt your planner will
contact you to schedule a meeting to review the plan. We want you to fully understand the recommendations and
instructions for implementation.
Step
5: Plan Implementation
Your plan has been
designed to allow you to carry it out without the need
of incurring the cost of ongoing professional fees.
However we will be glad to refer you to other
professionals for any additional assistance you
require.
Step
6: Follow Up
Annual financial
reviews are encouraged to monitor progress toward
reaching your goals and addressing new planning
issues.
Your planner will help you stay on track as
things change in your life.
Any time you have a financial question or issue, just
call, email or fax us and you will receive prompt
guidance.
Throughout
this process we serve your best interests.
Worley
Financial Group, Inc. also offers four types of
investment advisory services.
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Investments
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Member FINRA