Goals

Set your Financial Goals Today

An Interactive Discussion where we listen and record what is really important to you.  Essential Information will be gathered to clarity your financial objectives and what you feel would Make Life Better for You!

We wanted you to see the Detail of how we work on our first step of the financial planning process, this can be the hard part! 

We need to figure out where you are at right now! You would not want a doctor doing a check out without your past health history. As your advisor we need to get to know what you have! This is our hardest stage! So lets get at it!

  1. Karstens Financial Check List!  The main reason for this is that we all need to find out what exactly you have, right now. We will also find out areas that you might need help with. Think of us as your financial guide. My goal is to make your financial picture clearer and make sure nothing is missing at this point in your life.
  2. Karstens Expense Worksheet . This is the snapshot of your financial life as it is today. Monthly how are you doing or do we need to set a better budget. This is a great time for you to reflect on you!
  3. This is a very important part. We need to start a plan!  Click on the link to start your plan immediately through our partner Planswell.  Once we have established goals and a plan, we use a unique app to monitor them!

If you made it to this next step, congrats! You are a rock star client and I better now step up and be a rock star advisor. Our next step is Analysis, this is the planning services we discussed in our initial email and conversation. We can schedule this after we finish step 1, 2 and 3!

Advisory services offered through Karstens Wealth. Karstens Wealth LLC and Karstens Financial LLC are  independently operated.