Begin With a Conversation
Connect
We begin by getting to know each other. One of the most important aspects of our process is understanding you. The better we know who you are and what you value, the better we can help serve you and your goals
Identify
Everyone is somewhere in a process. Once we have a better understanding of who each other is, we look at where you fall in relation to your dreams and goals, what steps you’ve already taken to meet those goals, what is working well so far and what could be improved upon.
Plan
Once we have a roadmap of where you are and where you want to be, we can create a detailed plan that seeks to get you to where you want to be and help keep you on track. Accountability is an important aspect of our plan design, and we utilize the services listed below to help you pursue your goals.
My Story
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
