Financial Consultants Group Claimed

Working together for your future

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We pride ourselves on our ability to build personal relationships with our clients and really get to know them on an individual level. This allows us to offer unbiased guidance that adheres to the fiduciary standard. We understand that financial planning can seem daunting, which is why we’ve developed a simplified, yet detailed, process to help you reach your financial goals.

FAQs

Q Are there contracts involved? ​

​Each party will receive a Financial Planning Engagement and/or Agreement for Investment Management Services that will include the details of the services included and their costs.


2. How often will you meet with me?
It's all about helping to create financial peace of mind for you.  We begin with a three meeting process where we learn about your needs and goals, gather information, and work with you to establish a realistic budget and investing plan, regardless of your current situation.  Each client is unique, so we create a customized plan for you to help you move forward in the best possible way.   


3. What is the process for becoming a client?
The process is quite simple.  Enter your contact information in the Complimentary Consultation form, or call our office to set up a meeting at (770)627-2121 or email us at Sandee@ForYourFuture.net

4. What if I am unsatisfied? 
Well, we don't think you will because we constantly strive to meet and exceed our clients goals.  However, have peace of mind in knowing that you can terminate your relationship with us at anytime.  If you are a financial planning client, we simply do not charge you for any work not meeting your expectations.  If you are an investment management client, your fee is prorated to the time that your accounts are closed.
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Q How often will you meet with me?

It's all about helping to create financial peace of mind for you.  We begin with a three meeting process where we learn about your needs and goals, gather information, and work with you to establish a realistic budget and investing plan, regardless of your current situation.  Each client is unique, so we create a customized plan for you to help you move forward in the best possible way.   

Q What is the process for becoming a client?

The process is quite simple.  Enter your contact information in the Complimentary Consultation form, or call our office to set up a meeting at (770)627-2121 or email us at Sandee@ForYourFuture.net

Q What if I am unsatisfied? 

Well, we don't think you will because we constantly strive to meet and exceed our clients goals.  However, have peace of mind in knowing that you can terminate your relationship with us at anytime.  If you are a financial planning client, we simply do not charge you for any work not meeting your expectations.  If you are an investment management client, your fee is prorated to the time that your accounts are closed.