The Planning Process

To lay a foundation for a long-term relationship with you, we explain what we offer so you can decide if you`d like to take advantage of our services.

The goal of our first meeting is to get acquainted and discuss your goals, dreams, visions, and concerns. We`ll gather some basic information at that time. During follow-up sessions, we`ll lay the planning foundation by obtaining more detailed information and presenting some projections applicable to your goals.

At subsequent meetings, we`ll review your current situation in relation to your goals and evaluate your financial strengths and weaknesses. At this point we`ll introduce some financial strategies and specific recommendations to pursue your goals, timeframe, and risk tolerance.

Now the ball is in your court: you have two options. You can start working with Carlson Financial Group to implement the plan, or you can say "no thanks" and we part as friends. We`ve found that this process lays a foundation of trust and confidence for a long-term relationship.