Your family is unique, and prudently handling your wealth is all about the careful balance of living for today, preparing for tomorrow, and moving your financial life forward.
A financial plan is a roadmap to your Financial Confidence – that is, your financial success and stability. A PP&W financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.
What to expect in a introductory consultation
A 30-minute introductory consultation with Professional Planning & Wealth is different from what you may have experienced with other financial planners. In this meeting, you’ll speak with a CERTIFIED FINANCIAL PLANNER™.
We want to know more about your goals and place in life than how much money you have in your accounts.
We would be happy to meet you in person in our Greenville offices or schedule a Zoom call.
Here’s a quick snapshot of how our consultation works:
What prompted you to contact us?
Is it a new job with a complex compensation plan, the formation of a new business, a birthday that makes retirement feel more imminent, an inheritance, the death of a spouse or another event?
What are your goals?
We’ll discuss your objectives for your finances and retirement and diagnose any potential issues that may be keeping you from reaching your goals.
Here's how we can help
We’ll tell you about us and how we work, including the services we offer and our fee structure. Then, we’ll give you the time and space you need to decide if you want to work with us—and when you’re ready, so are we.