Step 2: Discovery
An interactive discussion where we listen and record what is really important to you. Essential information will be gathered to clarify your financial objectives and what you feel would Make Life Better for You.
Step 3: Analysis
We analyze and review with you, your specific financial situation, using our unique Making Life Better™ Calculator. This helps you clarify your expectations and prioritizes your goals and commitments.
Step 4: Solutions
Based on your financial situation analysis and the priorities you have identified, appropriate solutions will be custom designed and presented. These solutions will be focused on assisting you in achieving success.
Step 5: Service
We will establish a well-structured communications and service schedule with you to stay on track and make any necessary future adjustments.
Choosing a Certified Financial Planner™ (CFP®) means opting for the highest standard of excellence in financial planning. At Battleborn Financial Group, our CFP® professionals are dedicated to upholding these standards, ensuring that your financial strategy is not only comprehensive but also customized to your unique situation. Here’s why partnering with a CFP® makes a difference:
Expertise: Benefit from the deep financial knowledge and skills of certified experts.
Ethics: Trust in advisors who are committed to acting in your best interests.
Customized Planning: Enjoy personalized financial solutions designed to meet your specific needs and goals.
Brent Leavitt CFP(R), is an Investment Advisor Representative of Interactive Financial Advisors, a Registered Investment Advisory firm.
Both Battle Born Financial Advisor and Interactive Financial Advisors are independently owned and operated.
