At Forty Financial, we help clients improve their Financial Fitness. We do this by following Forty Financial's three step process for Financial Freedom.
The first step towards your financial freedom is called Discovery. In the Discovery process we will focus on getting to know as much as possible about you and your needs, wants, and goals. In addition, you will also have the opportunity to learn more about us and how we will work with you to achieve your goals. Some of the areas we may cover in Discovery are:
In the Educate phase, we will spend our time reviewing your existing investments and discuss how well they fit with the needs you shared during the Discovery phase. We will review the different types of investments available and how they match with your timing and risk tolerance. You will learn the difference between conservative and aggressive investments and the needs to help prior to ensure that both are adequately covered.
Once we have evaluated your needs and discussed the appropriate mix of investment options for your specific situation, it will be time to initiate your plan. This is where you will make initial decisions on which components to implement immediately and then set a timetable for the implementation of future steps. We will identify the next steps for implementing your plan and any actions that you will need to take before we meet again at a scheduled time to help prior to ensure your plan accomplishes your goals.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Forty Financial, Inc is an independent firm and not affiliated with Money Concepts