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59. How a Financial Assessment Process Works - Part 1: Starting Off With a Written Continuity Plan
Manage episode 340493092 series 3285149
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Recently, I was invited as a guest for the Virtual U.S. Financial Advisors podcast. The goal of this podcast is to help consumers have a better grasp of what financial advisors are for and understand the importance of having a trusted person to help them plan their finances.
In this episode, I walked the audience through the assessment process I use to identify my client’s major wants, needs, and concerns to help find solutions for their financial situations.
Today, I’d like to share with you the first of an eight-part series where I talked about why having a written continuity plan is crucial for every business.
I also talked about:
- (03:07) The approach that has given financial advisors a bad name
- (10:22) My vision statement
- (15:08) What is a written continuity plan
- (23:50) How long does it take to create a business continuity plan
- (25:36) Why I prefer to go for a retainer model
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
DISCLAIMER
The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.
Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
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