
What It’s Like To Work With Bulman Wealth Group?
Do you feel overwhelmed with financial planning and feel there are too many things to tackle? Are you not exactly sure where to get started? Today we will cover our process here at Bulman Wealth Group, guiding you through what it feels like to become a client with us.
Our goal is to provide a comprehensive, personalized financial plan that evolves with you. Whether you’re planning for retirement or seeking a second opinion, Bulman Wealth Group is here to help. Tune into the episode to learn more about our approach and how we can assist you!
Here’s some of what we discuss in this episode:
- The discovery meeting: Getting to know your goals, dreams, and concerns
- Risk assessment and document collection after the first meeting
- Identifying areas of improvement with an initial, high-level financial plan
- The follow-up meeting: Discussing risk score, portfolio analysis, and moving forward
- Transferring your accounts, refining your financial plan, and establishing a client account
- Regular review meetings, continuous communication, and client events
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.