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Tomato Plant

Fee-Based Financial Planning Process

Organize and

gather financials

1

Monitor and track

plan progress

Assist client with implementing plan recommendations

7

6

2

Blueprint_edited.jpg

3

Financial Planning

Process

5

4

Conduct an initial discovery meeting to review current financial status and goals

Create financial plan and customized recommendations

Finalize and deliver

plan to client

Collaborate with

client to review

Henderson Financial Group | One Columbus Center, Suite 540, Virginia Beach, VA 23462 | (757) 314-4638 | team@hendersonfg.com

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Advisory services offered through Henderson Financial Group LLC, a registered investment advisor.

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 The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 

To check the background of your financial professional, please visit the Investment Adviser Public Disclosure (IAPD) website.

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