Step 1 - Introduce Yourself
Our business is built on a foundation of thoughtful client relationships.
Schedule a free 15 minute introductory phone call, email us at info@lancasterfinancialgroup.com or give us a text or call at 717-393-5700!
Step 2 - Initial Meeting
We want to learn more about your vision, goals, and values as well as any special circumstances. We'll communicate our approach to wealth management, and together we can make sure that Lancaster Financial Group is the right fit for you.
We offer flexibility to talk over the phone, a Zoom Video Call, or in person here at our office.
Step 3 - Financial Plan Development
We will gather data, documents and statements for analysis. We'll then present the financial plan and provide detailed recommendations along with discussing the process of implementing solutions.
*The Financial Plan is an in-depth evaluation of your financial profile; it provides an assessment of every aspect of your financial life.
Step 4 - Implementation
Our team will implement agreed upon recommendations and execute your strategy.
Step 5 - Annual Review
Annual performance and investment review.
We will review your life changes, needs and objectives. We will implement course corrections as required and adapt your strategies as needed.
We will make you feel confident about your financial goals.
We are here for you.
We encourage a consistent and open channel of communication with our clients in addition to the annual reviews.
