Our Process
We begin our client relationships with a confidential, no-obligation conversation to ascertain your current financial condition and learn about your future goals and challenges. Based on our initial conversation, we will determine what approach best meets your needs:

Targeted Approach
When: You have a specific area of need, such as life insurance or consolidating retirement accounts.
Phase 1 (2 Meetings)
- Discovery
- Recommendation & Implementation
Phase 2
- Periodic review as needs change.
Comprehensive Financial Planning
When: You have multiple areas of need that are interrelated, complex and/or require ongoing advisory services. (Focused financial plans generally have an accelerated timeline.)
Phase 1 (4 Meetings within 45-60 days)
- Discovery/Fact-Gathering (includes setup and training for online software access)
- Kickoff/Goal-Setting Meeting
- Clarification Meeting
- Plan Delivery Meeting
Phase 2
- Implementation Meeting
- Quarterly Reviews of Progress
- Ongoing Advice as needed
Phase 3
- Annual Review
For more information or to arrange an initial conversation, please contact us at (312) 880-7798 or by email at info@lauer-financial.com.