LFA – Columbus RPO Contact Us Home About Us Planning For Clients For Advisors Contact Us Our Dynamic Process Our dynamic financial planning process makes complex issues simple and understandable so you can make appropriate decisions and feel confident about your future. Our goal is to “get you all the way home,” not just today, but for the rest of your life. 1. Engage – Establish and define the client-advisor relationship. We begin by discussing how we can work together to develop and implement your financial plan. We strive to understand your financial situation, but we also will help you define your goals. 2. Collect – Gather your information, including goals, feelings and expectations. The more detailed information we learn, the more detailed and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business situation. We develop a comprehensive financial condition model of your situation, including cash flow, tax-reduction strategies and estate distribution. 3. Analyze – Process and analyze to determine financial needs. We identify gaps and opportunities between your current financial situation and your objectives, feelings and risk tolerance. 4. Design – Develop and present financial planning recommendations. Based on your input and our analysis, we offer effective strategies and identify solutions that are an appropriate fit for your personal situation and are consistent with your objectives. This stage is one of the most important in our process because it is where the financial planning takes shape. 5. Implement – Implement the financial plan recommendations. We present the specific recommendations that are designed to help toward meeting your needs, and discuss the pros, cons, risks and costs for each recommended alternative. This helps ensure that you will make an informed decision. Some aspects covered in this stage are: 6. Review – Review the financial plan recommendations. Many factors can impact the viability of your financial plan in the future – a life event, unexpected expenses or income, a change in taxes, etc. We meet with you to check the status of the financial plan by comparing actual results to initial assumptions to determine if adjustments need to be made. Interesting Links Retirement Planning:­ What You'll Need It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here. The Future of Your Business: Succession Planning Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here. The Cost of College The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here. Who We Are Read More Who We Are Our Dynamic Process Read More Our Dynamic Process Our Solutions Read More Our Solutions Disclosure We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Portions © 2014-2015 Liberty Publishing, Inc. Portions © 1996-2021 SiteQuest Technologies. All rights reserved. “It takes as much energy to wish as it does to plan.” - Eleanor Roosevelt CRN: 3096169-052120