How Does This Work?
Our top priority is to ensure that you feel heard, understood, and confident in our ability to address your financial concerns.
By investing in our partnership, we aim to increase the likelihood of accomplishing your financial goals while building a trustworthy and likable relationship.
We Do Our Best Work With
Dentists & Physicians
We specialize in working with Gen X & Gen Y Dentists and Physicians who are trying to manage student loans and start life on the right foot forward.
Diligent Savers or High Earners
We do our best financial planning for households that either earn more than $200,000 of household income or have $750,000 saved excluding real estate.
Referrals From Existing Clients
Thanks to our vetting process, we love who we work with! If you’re a referral from an existing client then we’d love to consider an exception and work with you too!
Our Process
Step 1: Complimentary Introduction Meeting
(Phone or Zoom) 30-60 minutes
We meet for about 45 minutes to get to know each other and make sure our expertise matches your needs.
The purpose is to get to know you, your goals, concerns, and your financial situation.
Step 2: Discuss How We Can Help
(Zoom, Phone Call, or In-Person)
60 Minutes
We will show you how we can help through sample reports.
You can view sample student loan plans, cash flow plans, tax projections, insurance, estate, retirement plans, and more!
Step 3: We Email You a Proposal
You can review a sample summary and our service model.
After our initial discussion, we provide you with a comprehensive summary of our services, recommend the ideal plan for you, and provide an estimated fee should you choose to become a client.
Our goal is to ensure you clearly understand our offerings and can make an informed decision.
Step 4: Think It Through
Ready to enhance your financial life? Consider these essential questions:
– Are we feeling heard and understood?
– Do we trust that Arch Financial Planning can effectively address our financial concerns?
– Will investing in this partnership increase our chances of achieving our goals?
– Does Arch Financial Planning exhibit credibility, trustworthiness, and likability?
Our Ongoing Service Model & Process
Step 1: Sign the Client Agreement
We both sign our client agreement that outlines our services and fees.
We kick-off our onboarding process to become a client!
Step 2: Discovery Meeting
(Zoom, Phone Call, or In-Person)
60 Minutes
We need to diagnose before we can prescribe.
We will learn more about your family and financial goals.
We will collect additional data, ask important questions, and get clear on your retirement needs or student loan concerns.
Step 3: Organize Your Financial Life & Explore Possibilities
Understand where you are.
We apply our expertise to what we’ve discovered about you!
Your financial assessment will be guided by your answers to our questions, along with the documents you provide.
We apply our expertise and understanding of who you are to analyze your situation and demonstrate how we answer these critical questions for you:
- How should you tackle your student loans?
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Step 4: Plan & Analysis Delivery
(Zoom, Phone Call, or In-Person)
90 Minute Meeting
We present your customized plan with actionable steps to you.
We will detail all investment, tax, and retirement planning strategies you can deploy.
Sometimes this meeting can run longer if you want to review other scenarios. We are happy to work with you!
Ready to Chat?
Don’t hesitate to reach out to us!
Arch Financial Planning, LLC is an Investment Adviser offering services in Georgia and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.