Brandon S Atkinson ChFC, LUTCF

CONNECT

Address:

2825 E Cottonwood Parkway Suite 430
Salt Lake City , UT 84121  

Phone:

(801) 733-2490

The Financial Planning Process

 

Introductory Session– This is your opportunity to evaluate my services & fee structure, as well as my opportunity to learn about you.  I can begin to understand your view of your future, and you can determine your interest in a financial planning relationship. 

Information Gathering– Together, I will gather data about your financial situation and goals. At this time we will concentrate on your specific ambitions and aspirations for the future.

Analysis & Recommendations– I'll conduct an in-depth analysis of your financial situation.  For financial planning clients, I'll prepare neutral recommendations that are documented within a written, illustrated financial plan.  For other clients, I may simply prepare specific, stand-alone recommendations.

Ongoing Analysis & Update– In order to continue to help you target your financial aspirations, I will regularly review.

Written Final Plan– I then deliver and explain a detailed, written financial plan with my specific recommendations custom-designed to meet your financial goals and needs.  As a financial planning client, you may then choose to implement my recommendations with me, in which case, I will prepare product recommendations.

Plan Management & Update– In order to continue to help you reach your financial aspirations, I will review, update, and manage your financial plan each and every year to keep you on track.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck