Lovett & Associates' process is simple, straightforward, easy to remember, and at no cost to you. Our process is as follows:
Our first step is a complimentary 15-minute phone conversation—a simple opportunity for us to get to know one another and learn more about you, your priorities, and what matters most to you. We’ll talk about your financial goals, what you hope to accomplish, and where you’d like to be in the years ahead. We’ll also share a little about who we are, how we work, and how we can come alongside you to help pursue the goals that are important to you. From there, when you're ready, we’ll schedule our first in-person meeting at a time that is convenient for you.
Following our “Let’s Chat” phone conversation, we’ll meet in person for a more in-depth conversation about you, your family, your financial picture, and the goals that are most important to you. This is an opportunity for us to listen, learn, and gain a deeper understanding of where you are today and where you want to go.
Together, we’ll explore how your goals align with proven financial strategies and solutions, giving us the opportunity to identify options that may be a good fit for your unique needs. These options will serve as the building blocks for developing a customized financial plan designed around you and the life you want to build. Once we’ve completed this conversation, we’ll schedule our second in-person meeting at a time that works best for you.
At this meeting, we’ll walk through your customized financial plan and how it is designed to support your goals, your lifestyle, and the future you envision. We believe your financial life is unique, and your plan should be just as personal. Together, we’ll review the strategies and recommendations we’ve developed with you in mind and how they can help provide a strong foundation for the retirement and life you’ve worked so hard to build.
Most importantly, we want you to feel comfortable, confident, and fully informed. This is your future, and you should have the time and space to ask questions, consider your options, and make the decision that feels right for you. We’re here to walk alongside you, answer your questions, and make sure you feel confident in the path ahead.
This final meeting marks the last step in our onboarding process and the beginning of our ongoing relationship with you. During this meeting, we’ll take care of the necessary paperwork, review your plan documents together, and make sure you feel comfortable with everything before moving forward. Most importantly, we’ll take the time to answer any questions you may have and make sure you feel confident about the path ahead.
We also understand that life doesn’t stand still—and neither should your financial plan. As your life, family, and goals evolve, we’ll be here to help your plan evolve with you. We’ll meet with you each quarter to review your progress, evaluate your plan, and make adjustments when needed to help keep you on track toward your objectives.
We’re honored to be your partners for life, and we look forward to walking alongside you through every season—helping you plan well, retire well, and live well.