An action-oriented financial plan is what takes you from where you are to where you want to be.
Fiduciary. Fee Based. 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 buying a home, paying off loans, retiring early, 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. Financial plan pricing is a one-time flat fee, 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.
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 financial planning process, results-oriented investment methodology, and our fiduciary standard, set us apart.
Client input and feedback propels our fiduciary process. Click below for client survey results.
