Financial Goal Planning for Arizona | Heritage Financial Strategies

Initial Consultation

In this meeting we ask you to communicate your financial goals and investing history, as well as a bit about where you currently are with regard to your finances. Additionally, we share our “Philosophy of Money” and explain the business model of Heritage Financial Strategies with respect to serving our clients.

Financial Goals Planning - Initial Consultation

Data Review Phone Call

Approximately two to three weeks after receipt of the requested documents, and after we have had a chance to input your data, a conference call will be scheduled with the members of your team to discuss the items you have provided and verify data.

Financial Goals Planning - Data Review Phone Call

Heritage Tracing Conversation™

This is the cornerstone to our process. It is an in-depth conversation to discuss areas of concern that have the potential to interrupt the achievement of financial goals—for example, unforeseen responsibility of a family member.

Financial Goals Planning - Heritage Tracing Conversation™

Investment Collaboration Meeting

This meeting is an opportunity to work with your advisor and navigate through the wide variety of investment vehicles we have access to and participate in the design of your financial plan.

Financial Goals Planning - Investment Collaboration Meeting

Plan Presentation Meeting

Utilizing the information gathered in the planning call and the Heritage Tracing Conversation, a meeting is scheduled where we presents your fully-customized financial plan. Included in the plan presentation

Financial Goals Planning - Plan Presentation Meeting

Let’s Get Organized! Meeting

A member of your Service Select Team will work with you to organize all of your documents and statements by using the annual planning binder we provide all Platinum Partners.

Financial Goals Planning - Let’s Get Organized! Meeting

Estate Plan Design Meeting

If you have an estate plan, we’ll review the findings of our review. If we feel it’s more appropriate, we’ll refer to an attorney for a more-indepth conversation.

Financial Goals Planning - Estate Plan Design Meeting

Family Meeting

An opportunity for your heirs to have an understanding of estate planning concepts—not actual dollar amounts—and an appreciation for the wishes detailed in your financial plan. The goal is to provide a few “rules of the road.”

Financial Goals Planning - Family Meeting

Next Steps?

Are you perhaps ready to begin the journey of detailed financial planning? If so, feel free to schedule a free and complimentary phone consultation to explore where you are and where you want to be - and that requires a map; and that map has lead you right here. We very much look forward to discussing your goals in life!

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, KS, NV and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.

Heritage Foundation Planning Process

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Initial Consultation

Data Review Phone Call

Approximately two to three weeks after receipt of the requested documents, and after we have had a chance to input your data, a conference call will be scheduled with the members of your team to discuss the items you have provided and verify data.

Heritage Tracing Conversation™

This is the cornerstone to our process. It is an in-depth conversation to discuss areas of concern that have the potential to interrupt the achievement of financial goals—for example, unforeseen responsibility of a family member.

Investment Collaboration Meeting

This meeting is an opportunity to work with your advisor and navigate through the wide variety of investment vehicles we have access to and participate in the design of your financial plan.

Plan Presentation Meeting

Utilizing the information gathered in the planning call and the Heritage Tracing Conversation, a meeting is scheduled where we presents your fully-customized financial plan. Included in the plan presentation

Let’s Get Organized! Meeting

A member of your Service Select Team will work with you to organize all of your documents and statements by using the annual planning binder we provide all Platinum Partners.

Estate Plan Design Meeting

If you have an estate plan, we’ll review the findings of our review. If we feel it’s more appropriate, we’ll refer to an attorney for a more-indepth conversation.

Family Meeting

An opportunity for your heirs to have an understanding of estate planning concepts—not actual dollar amounts—and an appreciation for the wishes detailed in your financial plan. The goal is to provide a few “rules of the road.”

Next Steps?

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Understanding Financial Firms, Investments, & Financial Plans

Understanding Fees Associated with Investing

How I Minimize Risk for my Clients

Contact Info

SMARTVESTOR PRO
FOR THE EAST VALLEY

Send Us a Message

Heritage Foundation Planning Process

Content Header Text

Subheader text goes here

Initial Consultation

Data Review Phone Call

Approximately two to three weeks after receipt of the requested documents, and after we have had a chance to input your data, a conference call will be scheduled with the members of your team to discuss the items you have provided and verify data.

Heritage Tracing Conversation™

This is the cornerstone to our process. It is an in-depth conversation to discuss areas of concern that have the potential to interrupt the achievement of financial goals—for example, unforeseen responsibility of a family member.

Investment Collaboration Meeting

This meeting is an opportunity to work with your advisor and navigate through the wide variety of investment vehicles we have access to and participate in the design of your financial plan.

Plan Presentation Meeting

Utilizing the information gathered in the planning call and the Heritage Tracing Conversation, a meeting is scheduled where we presents your fully-customized financial plan. Included in the plan presentation

Let’s Get Organized! Meeting

A member of your Service Select Team will work with you to organize all of your documents and statements by using the annual planning binder we provide all Platinum Partners.

Estate Plan Design Meeting

If you have an estate plan, we’ll review the findings of our review. If we feel it’s more appropriate, we’ll refer to an attorney for a more-indepth conversation.

Family Meeting

An opportunity for your heirs to have an understanding of estate planning concepts—not actual dollar amounts—and an appreciation for the wishes detailed in your financial plan. The goal is to provide a few “rules of the road.”

Next Steps?

Latest News Header

Understanding Financial Firms, Investments, & Financial Plans

Understanding Fees Associated with Investing

How I Minimize Risk for my Clients

Contact Info

SMARTVESTOR PROFOR THE EAST VALLEY

Send Us a Message

SMARTVESTOR PRO
FOR THE EAST VALLEY