What to Expect

What to Expect

How to get started with the financial planning process at NCA Financial Planners.

How to Get Started and What You Should Expect

 

NCA provides a thorough three step consultation process. This process allows our team to get to know you personally while discussing the goals and objectives that you have for your future. Each step of our process will contribute to us gathering personal and financial information that will guide us in creating a comprehensive and customized financial plan for you.

 

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  • Brief phone call with a financial professional to gather basic information
  • Schedule an in-person complimentary consultation
  • Distribute a detailed checklist of items to bring with you to the consultation

 

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  • Meet your team
  • In-depth review of checklist items
  • In-depth conversation focusing on your goals and objectives
  • Schedule working meeting to review your financial plan

 

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  • Your team will present an agenda covering the areas of financial planning discussed during your complimentary consultation
  • Interactive “what if” scenarios, providing clarity for investors on variables that can affect your financial goals and objectives
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