3-Step "Initial Financial Planning" Process
1
Introductory call: 60 Minutes
"Are we a good fit for each other?"
Purpose:
Determine if there is a good fit between what you need help with and what I can offer
Answer your questions and concerns
Review my services and explain my compensation
2
Introductory Meeting: 60 Minutes
"Can I help you solve your concerns?"
Purpose:
Review financial documents and expand on our first call
Discuss more of your concerns and questions in depth
Confirm that we are a good fit for each other and want to work together
3
Initial Financial Plan" 90 Minutes
"Review your financial goal plan"
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Purpose
​
Answer your immediate questions and address new concerns you did not consider
​
Present the first draft of your comprehensive financial goal plan
Discuss and review the next steps of our relationship. "How can I best help you now?"
Step 1: Introductory Call
30 Minutes
“Are we a good fit for each other?”
Purpose:
-
Determine if there is a fit between what you need help with and what I can offer
-
Answer your questions and concerns
-
Review my services and explain my compensation
Step 2: Introductory Meeting
60 Minutes
"Can I help you solve your concerns?"​
Purpose:
-
Review financial documents and expand on our first call
-
Discuss more of your concerns and questions in depth
-
Confirm that we are a good fit for each other and want to work together
Step 3: Initial Financial Plan
90 Minutes
"Review your financial goal plan" ​
​
Purpose:
-
Answer your immediate questions and address new concerns you did not consider​
-
Present the first draft of your comprehensive financial goal plan
-
Discuss and review the next steps of our relationship. "How can I best help you now?"
Heading 2
About John M. Palko, CFP®
Thank you for considering NCSC PLANNING to help you with your financial planning and investment management needs. To provide you with a better idea of my history and experience, here is some relevant information about me:
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Over 25 years of experience
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Obtained CERTIFIED FINANCIAL PLANNER™ certification in 2005
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B.S. in Business Administration with a concentration in Finance from the University of North Carolina
Office located at 352 East Charles Street, Matthews, NC 28105
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704-946-5290 Office 919-441-6311 Cell jpalko@capital-invest.com
Welcome to NCSC Planning's scheduling page. Please choose the type of meeting you would like schedule:
A 30 minute conversation to discuss your particular circumstances and to learn more about the firm and to see if NCSC Planning would be a good fit
This is a free one hour, in person introductory meeting to learn more about your needs and to see how I can help you
