Our planning process begins with a meeting at our office. We want you to have a chance to talk one-on-one with your dedicated financial planner to discuss your questions, concerns and goals.
After reviewing your unique financial situation, we will help you decide your next step and provide an estimate of costs.
- You will be contacted to schedule a meeting time
- Prepare / gather financial documents
- Discuss your situation and goals with a Certified Financial Planner™ professional
- No sales presentations
- A fiduciary relationship with a professional planner
- Conflict-free recommendations
- Ongoing advice from a local team of professionals
Q. What should I expect from my first meeting?
A. In your meeting, you can expect to learn more about our firm, our process and discuss your current situation, concerns and goals. This meeting, held with a Certified Financial Planner™ professional, generally lasts 90 – 120 minutes. You will also discuss any estimated costs associated with your desired investment advice and/or financial planning services.
Q. What should I bring to my first meeting?
A. Prior to your meeting, you will receive an appointment kit that outlines what information is needed for your meeting, including a “Personal Financial Checklist” and “Personal Information Questionnaire”. Please complete both and bring them along with you, and use the checklist as a reference guide for additional documents that will help your financial planner better understand your present situation.
Q. Where are you located?
A. Our offices are located in Omaha, Nebraska – at Midtown Crossing at Turner Park. We are also one mile from downtown Omaha. We’re located just west of I-480 (Harney Street / Dodge Street Exit) near Farnam and 31st streets.
Q. How are you compensated?
A. We are a NAPFA-member Fee-Only practice, which means we are only compensated by our clients. Our clients pay for our services on a project or annual basis, depending on the type of questions/advice sought. We do not receive (and our client’s do not pay) sales commissions or other hidden fees for financial product recommendations. You will be provided a full quote prior to beginning any work with us.
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A local financial planner will contact you to discuss your objective(s) and answer your questions.
Your privacy is our top priority, and your personal information will never be sold to another company. A Certified Financial Planner™ professional takes an oath of confidentiality.