IMPORTANT DISCLOSURES - CLICK HERE
Privacy Policy Statement
Client Relationship Summaries (FORM CRS)
Business Continuity Notice, and more
​
3-Step Financial Planning Process
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 (Goals & Questions to Consider)
-
Review my services and explain my compensation (How do I pay my Advisor for their services?)
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 - SEE HERE!
-
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?"
About John M. Palko, CFP®
Thank you for considering John Palko, CFP® and 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:
​
-
Over 25 years of experience
-
Obtained CERTIFIED FINANCIAL PLANNER™ certification in 2005
-
B.S. in Business Administration with a concentration in Finance from the University of North Carolina
-
Former Committe Chair for BoyScout Troop 164
-
Past Treasuer for Reavencrest HOA
My office is located at 352 East Charles Street, Matthews, NC 28105
​
704-946-5290 Office 919-441-6311 Cell jpalko@capital-invest.com
Welcome to John Palko's NCSC Planning scheduling page.
Please choose the type of meeting you would like to schedule:
A 30-minute phone conversation to discuss your particular circumstances and for me to learn more about you.
This is a free one-hour, in-person introductory meeting to see how I can help you, and determine if our relationship would be a good fit
