Getting Your Financial Plan Started
How do I get started? Do I need a lot of money? These are questions that many of our prospective clients ponder. We recognize the importance of choosing a financial advisor and while many firms select only certain clients, Your Source Financial is here to assist anyone who is ready to put their financial needs into action.
We hope to better serve you after scheduling your complimentary consultation. We realize the importance of your time and we have developed our Client Preparation area to assist in that regard. That way it’s more likely we would have a meaningful conversation about real issues and perhaps determine the most effective plan and course of action.
If you have a chance to complete the worksheets and get them back to us a few days before the meeting, then we’d have an opportunity to do some preliminary work and think through your case.