How
does a Financial Ship Review work? · First you contact us expressing your desire to have a Financial Ship Review.
·
During this conversation we answer your questions, learn the scope of
the review and discuss the fee. The reason we charge for this Review is twofold:
1. It takes time to conduct a useful review.
2.
If we charge you for our SERVICE, then we are not blinded by trying
to sell you products. · We agree on a meeting day and time. · Before the meeting we email (or mail) you a list of financial items to gather up. · Before the meeting we also email (or mail) you a "Ports of Call" worksheet where you identify your Life Priorities, Hopes/Dreams, Fears/Worries, and Responsibilities. · We have our initial in-person meeting where we go over the items you've brought and ask additional questions. · You go home and we go to work! · We call you to set up a time and date to go over your Financial Ship Review. · You can implement our solutions (or not!) on your own, or with our assistance. A "solution" is not necessarily something to buy. You might just need to rearrange what you already have—so the ship doesn't list to one side! You
may call Lois Russell at 972-759-0203 or email me at ZLR@tugglerussell.com |