Let’s take a moment to make sure that we’re the best option for your situation and needs. If not, we’ll part as friends and send you in another direction that might be a better fit.
— WHAT TO EXPECT
Here’s what you can expect during our first call together
The goals of the first meeting are:
Get a better understanding of the areas that you’re looking for help with to make sure that we’re the right option for you. After all, you wouldn’t see a dermatologist for a heart problem!
Give straightforward answers to any remaining questions that you have for us about our financial planning process, experience, types of clients we work with, fees, or anything else on your mind.
A few other important things to know:
Don’t worry about bringing any account statements, tax returns, or other financial data just yet. We’re interested in getting to know YOU first, and what your biggest concerns and goals are. If we decide that we want to work together, then we’ll send over a list of the information that we’ll need to put together a financial plan for you once we’re more familiar with your situation. If not, then we’ll do what we can to match you up with another firm that might be a better option for your circumstances.
If you are married or have a long-term partner with combined finances, we strongly recommend that both of you attend that intro meeting. We believe that it’s important for both members of a couple to have the opportunity to ask questions and provide input on decisions.
There’s no obligation, and no awkward sales pitch. If we’re not the right fit for you, then we’ll do our best to point you in the right direction.
Before scheduling, you may want to review key info on our site such as the FAQ page, services page, and pricing calculator. That will allow us to spend most of our time together talking about you and the things that matter most.
Schedule your intro meeting below
IMPORTANT: It’s not uncommon for our calendar below to have limited availability, and sometimes we have a waiting list.
We intentionally limit the number of introductory calls each week to make sure we’re able to provide a high level of service to current clients who have entrusted us to help them.
If you need help with a particularly time-sensitive issue or you don’t see any time slots here that work for you, just give us a call at (619) 363-5187 and we’ll do our best to accommodate.
NOT QUITE READY TO SCHEDULE YET?
No problem! Check out these pages to learn more, or keep in touch by joining our email newsletter through the form below.
Fee only financial planning is a type of financial planning where the planner only charges fees for their services, rather than commissions or other forms of compensation. This type of arrangement aligns the interests of the planner with those of the client, as both parties are focused on maximizing the value of the financial plan.
There are several benefits to fee only financial planning. Fee only financial planners are typically more objective than commission-based financial planners because they do not earn a commission on the products they recommend. This means that they are more likely to give you unbiased advice that is in your best interest. In addition, fee only financial planners typically have more experience and credentials than commission-based financial planners.
There are many benefits to using Next Gen, including the ability to manage your finances more effectively, stay organized, and keep track of your goals.
Next Gen Financial Planning is for people who want to save and build a financial portfolio that turns money into the Next Generation of success for you and your business.
There are many reasons to choose Next Gen for financial planning. We are a trusted and experienced company that can help you reach your financial goals. We have a team of experts who are ready to help you plan for your future. Contact us today to learn more about our services.
