Our Planning Process

Your Foundation Program™

Creating Your Balanced Life with a Solid Plan.

Begin

Get Started

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.

Step 1

Meet Your Financial Coach

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

Step 2

Plan Your Structure

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

Step 3

Build Your Foundation

Review your customized financial solution
Help you understand the benefits
Implement your plan

Life Balance Program™

Your priorities change and your financial plan should too.

Once your financial plan is in place, our Life Balance Program™ provides ongoing guidance as your life changes. We meet with you to review your progress, discuss what has changed and adjust your plan where needed.

These conversations keep your financial decisions connected to what matters to you, including your career, family, retirement and the things you want to experience.

Fowler Financial Group has developed a clear and effective financial planning process called the Foundation Program™. 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.

Orest Zacerkowny