Bedel Financial Consulting, one of the industry's leading financial planning firms, goes through a comprehensive process for determining the best solutions to meet investment needs.
After a no-obligation session where we gather information and discuss your goals, you'll receive a letter outlining the proposed financial planning services along with the fee. Once you agree we have accurately captured your concerns, return the letter and we will begin the planning process.
Using our planning tools and strategies, each customized plan includes financial projections, which are modified as the process progresses. Plans also include a list of action items that reflect the tasks to be performed. Follow-up continues until the plan is implemented, which may take several months to accomplish.
*Not sure what to enter for Approximate Portfolio Value above? Here is a summary of our minimum investable assets. You will notice they are based upon your age and current life stage. Have more questions about who we work with? Click here!
|Young Affluent Professionals||Wealth Accumulators||Approaching Retirement|
|Minimum Investable Assets||No Minimum||$500,000||$1,000,000+|