Our Approach

LORD'S Financial Planning
5-Step Retirement Planning System

LET'S GET STARTED

Step 1: Selecting A Financial Service Professional

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning. (Takes place in 1st Appointment)

Step 2: Fact & Feeling Finding

Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback. (Takes place in 1st Appointment)

Step 3: Retirement Planning

Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution. (Takes place in 2nd Appointment)

Step 4: Solutions & Executing

Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies. (Takes place in 2nd or 3rd appt)

Step 5: Ongoing Relationships

Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that includes Generational Vault, as well as client engagement including client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather

LORD'S Financial Planning

Along with a holistic, simple 5 step approach to retirement planning, LORD’S Financial Planning ensures successful execution of your retirement plan through our three hallmarks system as well.

Three Hallmarks
of Our System

1) Fiduciary

Providing you with a fiduciary level of service means we are legally bound to always do the right thing for you and your family by only offering solutions that serve your best interest. Our commitment to you as a fiduciary is also an assurance to act with transparency throughout our relationship. Not all financial professionals have the fiduciary responsibility to their clients such as insurance agents and registered representatives.

2. Transparency

Our commitment to transparency ensures that each step of our work together is recorded and that every document and report is easily accessible to you. Our commitment to transparency is visible through a strong foundation of technology. Providing peace of mind that every detail of your retirement plan is being tracked and accessible for our clients from start to finish.

3. Technology

The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault – a secure online portal that allows you to easily organize, manage and access your financial life. Generational Vault serves as the vehicle to document and record our commitment to act as a fiduciary and be transparent throughout our relationship

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