• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Wealth Pilgrim

No Money Worries. No Matter What.

Neal Frankle featured in
  • Home
  • Life Insurance
  • Investing
    • Build Strong Investment Building Blocks To Avoid Going Broke In Retirement
    • Systematic Mutual Fund and ETF Investing
    • Stock Market Investing Guide
    • Choosing the Right Investment Brokerage Guide
    • How Bonds Work Guide
    • How Banks Really Work Guide
    • Annuities – What You Need To Know Before You Invest
    • A Beginners Guide To Buying Individual Stocks
    • Create A Pool Of Great Mutual Funds and ETFs To Pick From To Secure Your Retirement
    • ETF and Index Fund Investment Guide
  • Earn More
  • Banking
  • Retirement Planning
    • Retirement Guide
  • Ask Neal a Question
  • Reviews
    • Upgrade Personal Loans Review
    • Lending Club Review
    • Prosper Review
    • Ally Invest TradeKing Review
    • CIT Bank Review
    • LegalZoom Review
    • Lexington Law Review
    • Airbnb Host Review
    • Should You Drive For Uber?
  • Tax
  • Courses
    • Raise Your Credit Score So You Can Buy a House – Free Video Course

Congratulations on Starting Your Financial Planning Process

You’ve taken an important step towards getting rid of your stress and having a exciting financial future. I’m excited to be on your team and look forward to working on your plan together.

Here’s what I’d like you to do now:

1. Download and print this form.

2. Complete the form as best you can. I strongly suggest you fill it out with MORE vs LESS detail – Level 2 – Category Entry. ( Even though the form asks for it, I do not need contact information for your attorney or CPA. I also do not need your social security numbers. If I have a question for your CPA, I’ll talk to you first and get the number from you at that time.)

3. Don’t worry if you can’t fill this out perfectly – nobody ever can. Just do the best possible. Believe it or not, the most important data I need is your monthly spending. A great way to for you to make sure you have an accurate number is to review this post.

4.Once you have done the best you can, just email them to me at nfrankle (AT) pacbell DOT net or fax them to me at 818-530-7841. I will send you an email confirming that I received the data. If you don’t get an email from me, please call me at 818-889-6700 x 1.

5. After you send me your documents, I’ll contact you to arrange two phone or Skype appointments. The first appointment is to go over your data – just to make sure I understand your situation and to also make sure you didn’t leave anything out 🙂

The second meeting is for us to go over your plan and get you on track.

I am really excited to be on your team and can’t wait to speak.

If you have any questions, please connect with me. to touch base.

Tweet
Pin
Share

Primary Sidebar

Who is Neal Frankle

Neal Frankle

I'm a Certified Financial Plannerâ„¢ with more than 25 years of experience. I feel very blessed and hope to share my personal financial experience and professional wisdom with readers of WealthPilgrim.
Read More »

Stay Connected

Facebook Twitter YouTube RSS

More Categories

Career Development
College Funding
Credit Cards
Credit Score Fixes
Money and Marriage
Debt Relief
Estate Protection
Property Investment Loans
Small Business Strategies
Spend Less Money

Disclaimer

Wealth Pilgrim is not responsible for and does not endorse any advertising, products or resource available from advertisements on this website. Wealth Pilgrim receives compensation from Google for advertising space on this website, but does not control the advertising selection or content. Please do the appropriate research before participating in any third party offers. The information contained in WealthPilgrim.com is for general information or entertainment purposes only and does not constitute professional financial advice. Please contact an independent financial professional for advice regarding your specific situation. Wealth Pilgrim does not provide investment advisory services and is not a registered investment adviser. Neal may provide advisory services through Wealth Resources Group, a registered investment adviser. Wealth Pilgrim and Wealth Resources Group are affiliated companies. In accordance with FTC guidelines, we state that we have a financial relationship with some of the companies mentioned in this website. This may include receiving payments,access to free products and services for product and service reviews and giveaways. Any references to third party products, rates, or websites are subject to change without notice. We do our best to maintain current information, but due to the rapidly changing environment, some information may have changed since it was published. Please do the appropriate research before participating in any third party offers.


About · Contact · Disclaimer & Privacy policy

Copyright © Wealth Pilgrim 2021 All Rights Reserved