What to Expect
Comprehensive Planning. Portfolio Management.
Whether it be comprehensive financial planning, asset management, or just a few hours of help along your way, Full Picture Financial has provided for a unique client experience in which in-depth discovery conversations are held, financial data is reviewed in detail, recommendations actions are formulated in accordance with stated goals, and regular maintenance is assured.
The Process
1: No Obligation Consultation
No charge or stated duration: We produce a "Quick Sheet" to determine how you can benefit from our education and/or portfolio management services.
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Documents To Have Available
- Workplace or Social Benefit Program statements or booklets
- Annuity or Pension statements
- Private Insurance policies (disability, life, long-term care, P&C, umbrella)
- Investment and Bank accounts
- Paychecks or W-2's
- Loans and credit card statements
- Direct Investment summaries
- Estate Planning documents (wills, trusts, powers of attorney, etc.)
- Any Budgeting Work previously attempted
The Full Picture Financial Mission
FPF makes use of the financial planning process, as prescribed by the Certified Financial Planner Board of Standards™, to help clients understand their financial position and what it will take to meet, or possibly exceed, their objectives.