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(903) 455-1041     3101 Joe Ramsey Blvd. Suite 107, Greenville, TX 75401

Financial Lifestyle Management Greenville Texas – Vicki Ward

Financial Lifestyle Management Greenville Texas - Vicki Ward

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Our Financial Planning Process

"Expect the best. Prepare for the worst. Capitalize on what comes." – Zig Ziglar

Personal financial and retirement planning is a process of making decisions about all areas of your financial life.

The process begins with gathering an inventory of your personal financial information and analyzing your current situation.   A written financial plan is designed to achieve your stated financial and retirement goals and objectives and presented to you.   We will discuss your plan, agree on a course of action together, and assist you in implementing your plan.

Our process involves six basic steps

Step One:  Get to Know Each Other –  During our first meeting we will focus on getting acquainted with each other.  At this meeting we will:

  • Interview one another to make sure we are a good “fit” for each other
  • Discuss your goals, dreams, desires, and expectations, what you want to accomplish
  • Determine the services needed to help you achieve your objectives
  • Outline the fees associated with those services including length of time and cost
  • Define each of our responsibilities in this planning process, if we move forward
  • Answer questions you may have

There is no cost to you for this meeting and no obligation of any kind following this meeting.  The purpose of this meeting is to meet each other and determine if we desire to go forward with our relationship.

Step Two:  Define Your Goals and Gather Data   I will help you identify and define your personal financial goals and gather your financial data – Income, Spending, Assets, Liabilities, Income tax, etc.

Step Three: Analyze and Evaluate     I will review and analyze your information, determine your current financial status in relation to your goals, and identify your  strengths and risks .

Step Four:  Prepare and Present Your Financial Plan      I will  prepare and present a plan for you that includes strategies  and actions that will place on you on the road to achieving your goals and objectives.    Together, we will discuss and explore these options, answer any questions you may have, and  help you choose the best course of action for you.  

Step Five:  Implement Your Plan     You may choose to implement plan recommendations on your own, or continue working together with us to assist you in the implementation of  your plan.

Step Six:  Monitor and Track Your Progress    A successful plan requires regular monitoring.   Should you choose to continue your relationship with us, we will continue to monitor and review your plan’s objectives annually or more often if needed.

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(903) 455-1041

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– Vicki Ward CFP®

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Meet with Vicki Ward for a complimentary, no obligation, “Get Acquainted” meeting.
Vicki Ward is a fiduciary fee-only financial planner - putting client's best interests first.
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A trusted independent fee-only advisor, and fiduciary, can be your greatest asset. Free from conflicts that come with selling financial products, fee-only advisors have a legal and ethical responsibility to put your interests first.

Call: (903) 455-1041

Vicki Ward CFP®
Financial Lifestyle Management

3101 Joe Ramsey Blvd. Suite #107
Greenville, TX 75401

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