Our Approach
HOW WE HELP
SOLUTIONS FOR ALL YOUR NEEDS
At LuxPlan, it all starts with the plan. At no cost and no obligation, we will sit down with you, in person or via video call, and identify two things; where you are financially, and where you would like to be financially. After reviewing the tools at our disposal, we have a second visit presenting your plan, shedding light on your path ahead. Whether you are beginning your financial journey, or you’ve been on it for a while, we will meet you right where you are and help you get to your next destination. Our plan covers everything, from emergency funds, retirement planning, debt elimination, tax planning, insurances, and investments.
OUR PROCESS
LET’S GET STARTED
Our favorite thing to talk about, our process, and in other words, your experience. Our priority is, and will always be, helping you to hit your financial goals. Right behind that, is a focus on having the most fun along the way. If you feel like you need to pick up the phone and give us a call, we want you to look forward to that call. We want you to look forward to your reviews, and to be excited about the events we host throughout the year. Our working relationships here often go on for decades, so let’s enjoy our time together! Here’s how we go about that, should we choose to work together.
Regular follow ups
You will hear from your advisor, or our office staff, every 90 days. Very rarely on these 90 day calls will we have any changes that need to be implemented since the last 90 day call. However, we want you to know you are valued, and we want to know if we can be doing anything more for you, or someone you know.
Predictable Reviews
During the first quarter of the year, we do deep dive reviews for any client that wants to take advantage of that offering. We check in to see how you’re feeling about the plan, measure our progress, and see if any meaningful changes have occurred in your life, or the world around us, that dictate a change to the plan.
Stellar Client Events
Currently we are hosting two events a year. One is an open invite! These client appreciation events are filled with fun and food. This is an opportunity for you to meet the LuxPlan community, and see like minded people who are also taking control of their financial life for the betterment of them and their families. This is NOT an opportunity for us to talk your ears off about some economic update, or try to “sell” you something. No thanks! Let’s get together and have a blast.