Process

Swan Financial Planning uses highly interactive seven-step structured approach to financial planning.

Step 1: Initial Inquiry
After reviewing the information on this web site, click here, call (609) 945-1977 or email to schedule a no-obligation Get Acquainted Meeting, then download the Confidential Questionnaire.  Completing the questionnaire helps you pull together all of your financial information into one place - an important first step.

Step 2: Get Acquainted Meeting
This is an opportunity to exchange information about your needs and objectives and to discuss which services are right for you. You will also receive an estimated fee quote.  If you decide to work with Swan Financial Planning, You will be provided a list of additional information needed to begin formulating your financial plan. One half of the estimated fee is due at the time of the engagement.

Step 3: Data Gathering and Initial Preparation
You will be asked to gather financial data and may need to complete a cash flow worksheet and/or risk tolerance questionnaire. Once the necessary information is received, review and development of your financial plan will begin.

Step 4: Interactive Goal Setting Meeting
We discuss the information you have provided so far. You have another opportunity to clarify your current situation, financial goals and objectives.

Step 5: Analysis and Plan Formulation
The information provided is analyzed and any required research needed to prepare your financial plan is conducted. A final report is produced that includes observations and specific recommendations.

Step 6: Presentation of Your Financial Plan
Your customized financial plan is designed to meet your goals and provide you with financial peace of mind. During the presentation meeting we will review all aspects of the plan, making sure that you fully understand the recommendations and instructions for implementation. Full payment for actual fees incurred is due at the conclusion of this meeting.

Step 7: Plan Implementation and Follow Up
Proper implementation of your financial plan is crucial to reaching your financial goals. You can implement your plan on your own, or you can continue to work with Swan Financial Planning to assist in the implementation.  Our relationship may continue on an as-needed basis or by enrolling in the Annual Maintenance Program; however, there is no obligation to do either. You call whenever you wish to initiate services (for instance, periodic reviews or changes in circumstances).

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