doing business

   Financial Planning at Milestones begins with your relationship with money. This summary of the book The Seven Stages of Money Maturity by George Kinder explains more.

  Our intial meeting will be used to learn about each other - what you are looking for in a relationship with a financial professional and what you expect from our firm. We will want to know as much as possible about you to help us design a plan that best fits your needs.

 

 Your first appointment is no charge. At that time, you’ll learn about the process so that we can mutually decide if Financial Life Planning or some other type of service is appropriate for you.

  Financial planning meetings consist of a series of conversations and exercises that will help us to craft a plan designed just for you. Click here for a description of the process.

  After the end of your initial contract, we will update your plans annually as you modify your goals and to realign acutal results with those we projected in your plans.

  we are a "Fee-Only" firm

We sell no commission-based products and don't accept referral fees from other professionals. Therefore, we have no conflict of interest when we recommend investments or other products to you. 

  your first appointment is always complimentary

Due to the deep personal relationships that we form while working together, we both need this time to find out if we are comfortable working together.

we use paperless technology

All files are backed up to an off-site secure server on a continual basis. This means we can access your records at any time, from anywhere with Internet access.

  we protect your identity

All written records and computer drives that contain any identifying information are sent to an AAA NAID certified records-destruction company. 

  your confidentiality is also our top priority

We want you to be absolutely certain that your name will not be "dropped" in a casual conversation to impress a potential client. And what happens at Milestones stays at Milestones.

  we have out of town clients

We work with clients in any location within the U.S. or we will help locate a qualified Registered Life Planner who lives closer to you.

  our office hours

We are typically open 8 a.m. - 5 p.m. during the week but will schedule meetings on the weekends or evenings to accommodate our clients.

  to learn more

Download our firm brochure here.

 

 

Milestones Financial Planning, LLC
907 Paris Road, Suite B

Mayfield, KY 42066

 

 270/247.0555

FAX 270/247.2080

advisor@milestonesfp.com

©2010 Milestones Financial Planning, LLC. All rights reserved.