Step 1: Schedule an introductory phone call
You can contact us online or call 800-716-0674 to schedule your introductory phone call with Mary Deshong-Kinkelaar, CFP®. This call usually lasts about 15 minutes for you to speak with Mary about your financial planning needs and to learn how she can assist you.
Step 2: Complete our Confidential Questionnaire
Following your introductory call, we’ll send you a link to our Confidential Questionnaire. After Mary reviews your information she will follow-up to recommend a program — either through a Financial Foundations Engagement, an On the Spot Session or a Coaching Program. All programs can be customized to your situation.
- If a Financial Foundations Engagement is the right course for your situation, we can schedule your next session for a Get Acquainted, either in person, by phone or Skype. See Step 3, below.
- If an On-the-Spot Session or Coaching Program is the right course for your situation, we will provide you with a written quote in a service agreement and a list of items to bring to the next session.To move forward, you will review, sign and return the service agreement to our office along with any required initial deposit and additional information. We can then schedule your next session. See Step 3, below.
Step 3: Get ready for your next session
Please plan to bring copies of supporting documents to your next session, such as recent account statements, tax returns, employee benefit information, etc. Basically, anything that helps us get a clearer picture of your current financial situation is useful. We request that you bring copies you can leave with us. If you prefer to send this information electronically, we can provide a secure file sharing link to upload your documents. For security reasons, please do not send documents to us via email.
- If your next session is a Get Acquainted: Mary will review the information you bring to the session and will discuss with you how you feel about where you are now, what you value in life and what you want to achieve through financial planning. Please be aware that by law, Mary is not permitted to provide investment advice during this session. Mary will recommend a scope of services to be included in your Financial Foundations engagement and following the session, Mary will send you a written service agreement with a quote. To move forward, you will review, sign and return the service agreement to our office along with any required initial deposit and additional information. Mary will sign and return a copy of the agreement for your records. Once we have your materials in hand, Mary can start working on the engagement for you and will contact you to schedule your next session.
- If your next session is an On-the-Spot Session or part of a Coaching Program: Mary will review the information you bring to the session and will work with you to address the issues you have prioritized and as outlined in your scope of services.