Schedule a Free 30-min Consultation
We’ll accomplish 3 things on our call:
- Talk about your current financial situation, goals and concerns.
- Identify issues that you may be facing, concerns and questions you’re looking for guidance on.
- Discuss financial planning opportunities that can help you to become financially organize and take actions to achieve your goals.
Take the Retirement Readiness Analysis and let us know your results. This is confidential.
Schedule a no-obligation in-person consultation.
Let’s discuss how I can help you achieve your financial goals. We will spend one-hour together. There is a $95 consultation fee to meet in-person.
What happens at this meeting:
- We will collect some information before your meeting via our financial planning questionnaire .
- We will discuss your financial goals and concerns
- We will create an action plan which are next steps to helping you achieve your goals
- Discuss how a comprehensive financial plan from Flores Wealth Planning can help you over the long term
Please note this 1-hour meeting is not considered a comprehensive financial plan or advice. If you do decide to engage Flores Wealth Planning for financial planning services, we will discount the $95 fee from the comprehensive financial planning cost.
Schedule a financial planning annual review meeting
Let’s discuss how you have progressed since we last meet.