At Lane Bridgers Schill we are devoted to providing our clients with an unparalleled level of service as we guide them through the financial planning process. A wise man once said, “no one plans to fail”, but many “fail to plan”. It is our mission to work closely with our clients and “listen to them” so that we may gain a thorough understanding of their goals and objectives and ultimately provide them with the information they need to make “informed decisions” regarding their financial life.
On our staff, we have two Certified Financial Planners™ who adhere to the CFP™ Board’s Financial Planning Practice Standards that describe the Financial Planning Process as follows:
- Establishing and defining the relationship with the client
- Gathering client data
- Analyzing and evaluating the client’s financial status
- Developing and presenting the financial planning recommendation(s)
- Implementing the financial planning recommendation(s) and
- Monitoring the plan
We welcome an opportunity to demonstrate to you how the financial planning process, coordinated by a Certified Financial Planner™, can benefit you and your family. We will listen to you, help you to prioritize goals and objectives, develop a plan that is consistent with your objectives, and ultimately assist you with the implementation and monitoring of your plan moving forward.
To learn more about working with a CFP™ Professional, click here: http://www.cfp.net/
