Personalized. Intentional. Built Around You.
At Friedt Financial, every client relationship begins with a clear, structured process. These four steps help us understand your goals, uncover opportunities, and determine whether there’s a strong mutual fit to move forward together.
Here are the steps in my process:
1. INTRO DISCUSSION MEETING WITH JOE FRIEDT
This first meeting is a chance to connect — to explore your goals, get a feel for how I work with clients, and see whether a collaborative relationship makes sense. There’s no pressure or commitment — just a thoughtful conversation to see if we align.
2. PLANNING CONSULT AND GOAL DISCOVERY meeting
This is a deeper discussion about what matters most — your family, career or business, how you spend your time, and what financial peace of mind looks like to you. We’ll review what’s in place, identify gaps or opportunities, and explore whether you need full planning or focused support with specific projects — like insurance, investment management, wills, corporate income strategies, or reducing taxes now and when passing wealth to the next generation.
3. PROJECT / GAME PLAN DISCUSSION meeting
We review the planning opportunities we have uncovered and discuss the best way to move forward — whether that involves addressing specific needs or entering into a more comprehensive, ongoing planning relationship.
4. ACTION STEPS AND IMPLEMENTATION meeting
At this stage, we agree on how to move forward — whether we’re completing specific planning projects or beginning a long-term, collaborative coaching relationship. We outline the next steps, set expectations on both sides, and begin putting your plan into action.
Contact us today to see how a financially sound plan may bring you closer to your goals.