How It Works

Your Financial Plan, Step by Step

At Barrett FP, we’ve designed a process that’s as straightforward as our hourly approach. Here’s what you can expect:

1. Free Initial Discussion
We start with a conversation via virtual video call. I’ll get to know your situation, assess the complexity of your needs, and provide a firm quote for your initial financial plan.

2. Deep Dive Analysis
Once we’re aligned, I’ll dive into your financial picture. From income and expenses to investments and goals, I’ll analyze it all with an unbiased eye.

3. Your Plan, Delivered
I’ll craft a personalized financial plan tailored to you, complete with clear recommendations. We’ll walk through it together, and I’ll answer every question you have. Our process is optimized for virtual delivery and we love to meet clients in person if you are located near Elkhorn, NE.

4. Ongoing Flexibility
Once your plan is delivered, it stays in your hands to execute. Need a quick answer, now or in the future? We’re here to help with anything you’re curious about. We’ll stay in communication and can pick up where we left off to refresh your plan or build a new one from scratch at any point in the future. Ready to get started? Let’s schedule your first conversation today!

Ready to chat? Click the button below to schedule a 15 minute call with Google Meet.