The Foundation Program

Helping you Focus on a Balanced Life

Fowler Financial Group has developed a clear and effective financial planning process called the Foundation Programâ„¢. This program is designed to uncover what you value and help you make smart choices with your money so you can do what you want, when you want.

Meet Your Financial Coach

  • Learn what you value and what is important to you
  • Discuss your goals
  • Snapshot your current reality
  • Commit to implementation

Plan Your Structure

  • Determine appropriate level of cash reserves
  • Eliminate debt (if any)
  • Review and recommend insurance
  • Allocate your investable assets

Build Your Foundation

  • Review your customized financial solution
  • Help you understand the benefits
  • Implements your plan