Financial Services Process

Premium Planning Process

  1. Sign up for this service >
  2. Download and read form ADV2A, ADV2B, and Privacy Policy
  3. Sign my agreement
  4. Pay $2,590 invoice*
  5. Schedule and attend 1-hour video call: Session 1 – Asset-Map™ Strategic Report and Consultation
  6. Complete required tasks
  7. Schedule and attend 2-hour video call: Session 2 – Goals
  8. Complete required tasks
  9. Schedule and attend 2-hour video call: Session 3 – Action Plan
  10. Complete required tasks
  11. Schedule and attend 2-hour video call on Teams: Session 4 – Implementation
  12. Set up payment method for a $416 monthly invoice*
  13. Four 2-hour video calls (one each quarter)
  14. Timeline: ongoing month-to-month until cancelled
* For investable assets over $2 million or complex financial situation, additional hourly rate of $195 may apply. Quote will be provided before payment of the invoice.

Comprehensive Consultation Process

  1. Sign up for this service >
  2. Download and read form ADV2A, ADV2B, and Privacy Policy
  3. Sign my agreement
  4. Pay $2,590 invoice*
  5. Schedule and attend 1-hour video call: Session 1 – Asset-Map™ Strategic Report and Consultation
  6. Complete required tasks
  7. Schedule and attend 2-hour video call: Session 2 – Goals
  8. Complete required tasks
  9. Schedule and attend 2-hour video call: Session 3 – Action Plan
  10. Complete required tasks
  11. Schedule and attend 2-hour video call: Session 4 – Implementation
  12. Select follow-on service(s)
  13. Timeline: Four weeks
* For investable assets over $2 million or complex financial situation, additional hourly rate of $195 may apply. Quote will be provided before payment of the invoice.

Key Area Consultation Process

  1. Sign up for this service >
  2. Download and read form ADV2A, ADV2B, and Privacy Policy
  3. Sign my agreement
  4. Pay $1,190 invoice*
  5. Schedule and attend 1-hour video call: Session 1 – Asset-Map™ Strategic Report and Consultation
  6. Complete required tasks
  7. Schedule and attend 1-hour video call: Session 2 – Goals
  8. Complete required tasks
  9. Schedule and attend 1-hour video call: Session 3 – Action Plan
  10. Complete required tasks
  11. Schedule and attend 1-hour video call: Session 4 – Implementation
  12. Select follow-on service(s)
  13. Timeline: Four weeks
* For investable assets over $2 million or complex financial situation, additional hourly rate of $195 may apply. Quote will be provided before payment of the invoice.

Essential Consultation Process

  1. Sign up for this service >
  2. Download and read form ADV2A, ADV2B, and Privacy Policy
  3. Sign my agreement
  4. Pay $195 invoice
  5. Complete your Asset-Map Discovery™ Interview online (10-15 minutes)
  6. Short phone call or email to clarify your financial details (If needed)
  7. Schedule and attend 1-hour video call: Asset-Map™ Strategic Report and Consultation
  8. Select follow-on service(s)
  9. Timeline: One week from completion of the Asset-Map Discovery™ Interview.
David Roberts - Financial Planner and Advisor of Plan For Your Goals

David Roberts, Owner: Plan For Your Goals

You Deserve a Better Future

Affordable financial advice with flexible options that fit into your tight schedule can be difficult to find. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.