FAQs

A Financial Advisor is a trained professional who helps you manage your money and plan for your financial future. We can help you with everything from budgeting and debt management to investment planning and retirement strategies. If you're feeling overwhelmed, unsure where to start, or want to achieve specific financial goals, a financial advisor can provide valuable guidance and support. [Consider adding: If you're curious about how we can help, schedule a free introductory call!]

We offer a comprehensive range of financial planning and wealth management services, tailored to your individual needs. These include:

• Financial Planning

• Investment Management

• Retirement Planning

• Estate Planning

• Tax Planning

• Insurance Planning

At Thorough Financial Group, we prioritize building strong, long-term relationships with our clients. We take the time to truly understand your goals, values, and concerns, and then develop a personalized plan to help you pursue your aspirations. We pride ourselves on our transparent fee structure, our commitment to ethical practices, and our dedication to providing exceptional client service.

Our financial planning process typically involves these steps:

1. Initial Consultation: We get to know you and your goals.

2. Data Gathering: We collect information about your financial situation.

3. Analysis: We analyze your data and identify opportunities.

4. Plan Development: We create a personalized financial plan.

5. Implementation: We help you put your plan into action.

6. Monitoring: We regularly review and adjust your plan as needed.

[Consider adding: Interested in learning more about this process? Contact us to schedule a free consultation!]

We work with a diverse range of clients, including young professionals, families, business owners, and retirees. We believe that everyone deserves access to quality financial advice. We can work with various clients based on their individual needs.

Transparency is important to us. We are fee-based to provide personalized advice in your best interest. We discuss fees upfront and are happy to answer any questions you may have.

A CFP® is a financial professional who has met rigorous education, examination, and experience requirements. They are held to a high ethical standard and are committed to acting in their clients' best interests. Working with a CFP® provides assurance that you're receiving competent and ethical advice.

To make the most of your initial consultation, it's helpful to bring:

• A list of your financial goals

• Information about your income and expenses

• Statements for your investment and retirement accounts

• Information about your debts and liabilities

• Insurance policies

Don't worry if you don't have everything! We can help you gather the necessary information.

We typically meet with our clients on a quarterly or semi-annual basis to review their financial plan, monitor their progress, and make adjustments as needed. We are always available to answer your questions and provide support in between meetings.

Getting started is easy! Simply contact us through our website or by phone to schedule a complimentary introductory consultation. We look forward to learning about your goals and helping you build a brighter financial future.