Welcome!
We appreciate you taking the time to learn a little more about us and how our financial planning services can help you and your family achieve your financial planning goals.
Here for the first time?
Check out our Client Toolkit below. These documents will help you prepare for your first planning meeting with our financial planning team. During our initial time together, you can expect to discuss your current financial situation (where you are and where you have been), your top five questions, and top five goals that you would like to achieve. This will give us an idea of exactly what you’ll need from us and help us lay the foundation for building your personalized financial plan.
Be sure to download the Initial Meeting Checklist to ensure you have all the items needed for us to review.
Education
One of our primary goals at Family Financial Partners is to educate client families about their finances and how our team works. We find that informed families are less stressed when it comes to their financial plans, and are able to make confident decisions more efficiently. We encourage you to continue to educate yourself by reading our newsletters, which include helpful tips from our advisors, articles about pertinent issues, office updates, and other information that will keep you in-the-know.
Events
In addition, we invite you to participate in our seasonal social events. These events are a great way for all of us to build a relationship outside of the “office” relationship we have with you. Our social events are always just that – social. You will never hear a sales pitch or presentation, nor do we discuss your personal business in a social environment. Your privacy is of utmost importance to us.
Referrals
Finally, if you are a current client who has benefited from our services, we would appreciate a referral to a family, friend, coworker, or business partner similar to yourself. All we ask is that you provide us with their name, state of residence, phone number, and email so that we can contact them and offer them our monthly newsletter. Please don’t keep us a secret!