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Is Milestones Financial, LLC the right financial planning firm for you?

We work with healthcare professionals to help take the worry out of their finances by focusing on the things they can control, with a vision towards achieving financial independence and living life with the freedom they desire.

We have the ability to meet with clients across the country using web-based technology that allows them to view our computer screens. When working remotely, you can discuss your finances in a relaxed environment, from the comfort of your home or office. Or, if you’re in our area, we are happy to have you come in and meet with us in person.

We have a complimentary 3-step process to help you make an informed and educated decision about working together before you pay us a single dollar.

Step #1: Discovery Conversation

Before committing your time and ours, this 20-minute phone call will give us a vision of your challenges, opportunities, intentions, and goals to determine if a mutual fit is possible. During this call, you can ask any questions you’d like in order to learn more about us.

Step #2: Preliminary Appointment

The next step is a 1-hour conversation (virtual or in-person) for us to continue to gain a better understanding of you and your financial situation.

Leading up to this appointment, you’ll be asked to complete our short Personal Planning Profile and create a list of your assets and liabilities.

Towards the end of our conversation, we’ll talk about what we offer and decide which service to explore further.

If Limited Scope Financial Planning or the Financial Fitness Review is the best fit, we’ll go over the details of the selected service and explain how it will address your financial planning issue(s). Any remaining information needed for this service will be collected in order for us to present the fee. We will answer any questions and address any concerns you might have before the end of our conversation.

If Wealth Management is the best fit, we’ll provide a brief overview of this service and collect and/or request any remaining information needed before the next appointment.

Step #3: Plan of Action Appointment

The final step is a 1-hour conversation where we present the fee for Wealth Management, discuss the details of what comes with this ongoing service, answer any questions, and address any concerns you might have.

With the information we have learned from our first two conversations, and the requested documents you have provided us, we will have a clear vision of your objectives and financial situation.

This meeting will give you the information you need to weigh the cost and benefits of this service, to make the best decision for you, and to better understand what you gain from a long-term relationship with a holistic financial planner.

No Pressure Approach

While we would love to work with you, if you get to any point in the process and decide that it’s not a good fit, we will wish you well and graciously help you find another professional with the right expertise.

There will never be any pressure or a hard-sell from us. That’s not the experience we would want for our families, and we wouldn’t wish that on you either.