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What is financial planning? |
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At Sullivan Financial Partners, we believe that the term “financial planning” can be very broad, covering many different areas. The big picture we see is financial planning is a process of managing risk, cash flows, and investments to help our clients reach their retirement, education, and other financial goals. At the end of the day, we hope to enable our clients to sleep better at night, live life successfully, and enjoy what they have worked so hard for.
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Who will benefit most from financial planning? |
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Sullivan Financial Partners firmly believes everyone can benefit from financial planning. We are in business to help clients of all types, and offer a broad range of services. We believe our services will benefit those just starting out in their careers, starting a family, approaching retirement, in retirement, and all stages and combinations of life in between.
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What services does Sullivan Financial Partners offer? |
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We offer services to cover as broad or specific as a client desires. We feel that we have something to offer for any client. You can see more by visiting our services page here.
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What are your fees for your services? |
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Our fees can vary greatly from client to client. We do not feel that one approach fits the needs of every individual. For this reason, it is necessary to visit with us and see what type of relationship would best fit you. We offer a variety of fee structures including hourly, modular planning, and comprehensive planning.
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How often should we meet? |
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This is another question of which the answer will vary for each client. Most clients should meet quarterly. However, based on the complexity of the planning relationship, some clients may desire to meet as few times as twice a year or as much as once a month.
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What happens after my planning is done? |
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Sullivan Financial Partners believes that financial planning is an ongoing service. The first step upon completion is to implement the recommendations. We cannot stress how important it is to implement in a timely manner. After implementation, financial plans will need periodic updates and monitoring. Life events such as marriage, child birth, inheritance, home or other major purchase, retirement, disability, even goal changes and more can have an effect on your financial plan.
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Will Sullivan Financial Partners help implement my plan? |
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Absolutely! While you are under no obligation to implement your plan with Sullivan Financial Partners, we would love to help and continue our relationship.
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My family is just starting to accumulate assets. Will you help us? |
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Sullivan Financial Partners feels everyone can benefit from our services. We are happy to accept clients of all financial means. Our goal is to help our clients live successfully no matter what stage of life they are in. CONGRATULATIONS for getting started so early. Your early start towards your rewarding financial future gives you a great head start.
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How do I get started? |
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The first step in getting started is an initial inquiry. You can call us at (817) 431-2217 or email Info@SullivanFinancialPartners.com to set up an appointment. Sullivan Financial Partners offers a free, no obligation, one hour introduction meeting. These meetings are available 9-4 Monday through Thursday. If needed, special circumstances can be arranged to accommodate your schedule. If you decide to begin a relationship with Sullivan Financial Partners, we will discuss which of our services is a good fit for you. We look forward to meeting you! |