Our Process

Our Core Values Define How We Treat
Our Clients And Everyone We Meet

At LifePlan Financial, our core values serve as the guiding principles that underpin our approach to financial planning. We firmly believe in the significance of faith and family, recognizing their pivotal roles in a fulfilling life. This belief informs our strategies, ensuring they align with the broader life goals and aspirations of our clients. Our commitment to servant leadership sets the tone for our interactions as we prioritize the needs and goals of our clients, fostering trust and lasting relationships.

Within our team, we cultivate an environment of love, encouragement, and continuous professional growth. Our team is not just colleagues; we are a family that supports each other’s journey to success. As a testament to our mindset of generosity, we go beyond the expected, being unreasonably generous and hospitable to our local community. We strive to make a positive impact that extends beyond financial matters.

Embracing creativity and forward thinking is ingrained in our team’s DNA. In a dynamic world, we are dedicated to exploring innovative solutions, staying ahead of industry trends, and proactively adapting to better serve our clients’ evolving needs. These core values at LifePlan Financial are not mere words; they define our actions, shaping our interactions with clients, team members, and the community. Our commitment extends beyond financial planning – it encompasses a holistic approach aimed at enriching the lives of those we serve.

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GPS Appointment

In your first GPS appointment, we’ll discuss where you want to go on your financial journey, including your goals and dreams for retirement. We’ll also take a look at your current plan to see if it meets your goals and where you need additional planning and help. Some of the helpful items you can bring to your GPS appointment include:

  • Latest financial statements such as mutual funds, CDs, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.)
  • Wills and/or trusts
  • Estimate of monthly expenses
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Roadmap Session

During our second meeting, we’ll build a plan using the information and goals we gathered during your GPS meeting and personalize your LifePlan together. In this Roadmap session, we’ll discuss the pieces of your retirement roadmap that will help guide you toward your retirement goals, including:

  • Income Planning
  • Risk Assessment
  • Risk Management
  • Tax Planning
  • Legacy Strategies
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Lifeplan Finalization

Our final meeting is when we’ll present and finalize your LifePlan. We’ll walk you through any additional questions you have and send you home with your full LifePlan Financial Design.

Let’s start mapping your journey to retirement together!

Fill out the form to reach out to our team today.