Planning Process

Initial Consultation

At Jacobs Financial Management, LLC we understand that choosing a financial advisor is a very important decision to you. To assist with this process we offer a complimentary initial consultation. In this meeting, we will get to know each other and determine if there is a basis for establishing a long-term working relationship.

Ongoing Planning

As a client, the planning process generally takes the following form:

• Initial meeting to gather data, define your goals and assess your needs.
• Analysis of the data, development of a plan and preparation of recommendations and action plans.
• Meeting to review the plan recommendations and agree on next steps.
• Assistance with implementation of initial steps in your plan. 
• Follow up meeting to orient you to new reporting and investment accounts.
• Quarterly Meetings to monitor investments, develop income tax plans and apply additional wealth management strategies.
• Additional meetings and telephone calls as needed to accomplish your goals.