You are more than your net worth. A comprehensive financial plan must be more than data and numbers because you are more than the sum of what you have.
That is why we have developed and refined our planning process to produce a series of coordinated strategies that are tailored to your unique habits, circumstances, and dreams. In other words, there are a lot of great ideas out there and you could probably discover some of them on your own. But a skilled planner will help you understand which concepts make sense for you, and how a precise combination can have a multiplying effect on your financial future.
Our initial consultation will take an aerial view of your complete financial picture by building a single-page model. We’ll spend the time getting to know each other and uncovering any major gaps or planning opportunities that stand out right away. Most people walk away from this meeting feeling organized and having 1 or 2 big ideas that may warrant further exploration or even immediate action.
Now it’s time to bring all the pieces together. A strategy that works for your neighbor, may not have the same impact on your financial position. A strategy that works in a vacuum may have the opposite effect when applied to your plan. This phase is designed to allow you to Test Drive different strategies by visualizing the potential impact of each financial decision you have.
Planning is not static because your life is not static. Even though the process is concluded, planning is ongoing, because today’s future is tomorrow’s present. So we’ll stick by your side to make sure you’re making progress in the areas that are important to you. We recommend reviewing and revising your financial plan every year. Like most of the things you treasure, routine maintenance is key to long-term health. Although you are never obligated to a long-term commitment, we would encourage every person to work with an advisor that they are comfortable seeing on a regular, on-going basis.
It all starts with a call. Let’s talk more about your future, your present, and the path that will connect the two. If you have questions and want to start with a conversation, click on the “Book a Consultation” button. If you’re ready to dive in head first, click the “Get Started” button to start our onboarding process.
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Registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). 1593 Spring Hill Road, Suite 500 East, Vienna, VA 22182. (703) 847-9660. J.L. Jameson Lett is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Customer Relationship Summary CRN202509-3244112