OUR PROCESS

 

The 4-step Process

 

Step 4

Ongoing Client Review

We will establish a customized service model to include the frequency of reviews, content we will cover during reviews and personalized meeting agenda to address your ongoing financial needs and concerns.             

Step 3

Implementation Meeting

We will present your financial plan and investment recommendations, make any necessary changes and establish our service model for new clients should you decide to engage in our services.

 

Step 2

Discovery Meeting

This is a critical part of the process where we will conduct a “Financial MRI” to obtain important information that will help us draft your financial plan

 

Step 1

Introductory Meeting

We will conduct an introductory meeting to discuss your financial goals, help you understand our financial planning and investment philosophy to decide if FPG is a good fit for you.

 

 
 
 
 
Need more details? Contact us

We are here to assist. Contact us by phone or email.

Secure your future

  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey LinkedIn Icon

Office: 913-948-9489

tj@fpgkc.com or james@fpgkc.com 

 10925 Antioch Road, Ste 100, Overland Park, KS 66210

Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.