An action-oriented financial plan is what takes you from where you are to where you want to be.
Fiduciary. Fee Only. Independent.
How Does Tree Fort Financial’s Process Work?
1. Get Perspective
An initial conversation identifies whether we’re a good fit to work together. Then we’ll schedule a Financial Consultation to get all the necessary details about you, your financial situation, and most importantly, what you imagine for your future – to build your plan.
2. Set Your Goals
During the Financial Consultation we’ll create a judgement free space to talk about your financial goals and dreams, like retiring early, buying a home, paying off loans, making your business more profitable, saving for college, or whatever is important to you. This way, we’ll customize your plan to fit your needs and the life you want.
3. Let’s Build Your Plan
We take all the information you’ve provided and develop a plan personalized to your situation. Next, we’ll meet to review your customized plan. As a financial planning fiduciary, all Tree Fort Financial plans and recommendations have your best interest at heart. Fees for an initial financial plan are charged as a one-time flat fee, which starts at $3,000 and varies based on the complexity of your individual situation.
4. Setup for Success
During the Review meeting we’ll discuss practical, doable actions you will take to stick with your plan, such as setting up automatic saving tools or a debt paydown plan. We’ll provide information and details to help you build practices that encourage staying on track towards your goals.
5. Track your Progress
Now that you’re set up for success, we’ll discuss how we stay in touch to make sure the plan is working for you. We offer ongoing financial planning and investment management services as a way to stay connected and support you throughout your financial journey. Ongoing service fees start at $4,000 per year and vary based on your personal situation.
What Makes Tree Fort Financial Different
We are committed to acting in your best interest. We follow the fiduciary standard because you deserve unbiased advice. Our client-focused financial planning process; ongoing financial planning and investment management support; and our fiduciary standard set us apart.
Client input and feedback propels our fiduciary process. Click below for client survey results.
