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What you can expect

 

Karen and Neill use a macro approach to planning, meaning they review all the individual financial bits you have collected over the years and make sure all of them are working together towards your dreams and goals. You may currently have micro-advisors -- a CPA, an attorney, an investment professional, a property & casualty person. You've entrusted them with one or two pieces.  Now is the time to make sure all the pieces fit together.

Because, you see, it's not about just purchasing the right products, but about having the right strategies in place that allow you to use each product to its fullest.

Karen Jessey is a CLU®, ChFC®, CFP®, RICP®, CExP with over 30 years in the financial industry.  Neill Turner has over 10 years of experience and recently earned his CExP.  Karen, and Neill have partnered to better serve a wider spectrum of your needs.  

They educate you so that, together, a financial blueprint can be created which gives you greater control over your money and ultimately your life.

The Process:

  • Data Collection
    • Good information in = Good information out
    • Simple Conversations about what is important to you
    • Data collection never stops.... when we're "done," something is going to change.  We always want the most recent data you have.
  • Proposal of Engagement
    • Observation
    • Risk/Loss
    • Education
  • Strategy Meetings
    • Collaboration
    • Coordination
    • Integration
  • Solution/Implementation
    • Advocacy
    • Adjustment
    • Communication

Understand The Strategies and Plans:

You will have a basic understanding of why we recommend certain plans and strategies. We want you to understand how they work and why they are important to your financial success.

Like the Strategies:

You must feel good about the plans and strategies. We want you to feel good about implementing the recommendations.

Your Best Interest:

You must always feel that what is recommended is in your best interest. We never want you to proceed with any recommendation unless this is true.

You Decide to Implement:

You decide when to proceed with the implementation of any plan or strategy that is recommended.

No Pressure and No Coercion: 

At no time will we pressure you into making a decision. We will always support you in doing what you know is best for you. 

Would you like to learn more? Contact us at 303-741-6181 and we'll be happy to fill you in.