The planning team here at Jamison & Associates utilizes a thorough financial planning process to develop a Plan of Action to help you meet your financial needs.
What does our process look like?
Step 1: Your introduction to our consulting approach first comes in the form of a no-obligation 15-20 minute phone call and a FREE book. The reason for the call is to review with you the concepts in the book and answer any questions.
Step 2: Once you decide you like the way our phone conversation went, the second step will be to schedule an introductory appointment where we will complete and review your Financial Road Map®. We will listen to what you want to accomplish with your time, talent, and treasure. From there, we’ll gather information from you and schedule our next appointment.
Step 3: Your second in-person meeting will be to review your plan. You’ll have an opportunity to discuss options, tweak goals, ask questions, and choose which option works best for you. We’ll also decide when and how often we’ll meet again, and work together to implement your plan on a mutually agreed upon timeline.
Your plan may cover any or all of the following topics, depending on your personal needs:
- Asset Protection (Preservation)
- Charitable Giving Planning
- Coordinate with Tax Accountant
- Credit & Borrowing Assessment
- Debt Management (Liability)
- Disability & Income Protection (Protection)
- Education Planning
- Estate Planning
- Foundation Asset Management
- Insurance Planning
- Investment Planning & Management
- Medicare Education and Planning
- Personal Financial Statements
- Retirement Planning
- Special Needs Planning
- Trust Asset Management
Upon the implementation of your plan, we will continue to monitor, on an ongoing basis, all areas that affect you and your family’s custom plan for success.
One service we offer which makes us unique from our competitors, is a proprietary and systematic approach to investments which takes into account ANY direction the Markets choose to go: Up, Down, or Flat!
For more information about our services and how we are compensated, please review the documents below: