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John Whitman - Financial Advisor

John Whitman - Financial Advisor

Lafayette (LA), 70503, United States

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(337) 517-2797

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About Offering retirement planning, investing services, and financial planning for individuals/families John also works closely with business owners to provide employee benefits such as retirement plans, group life insurance and payroll deduction programs.
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Description We want to get to know you, your goals and dreams. We'll take you through the D.R.E.A.M. process to establish your own personal financial plan. The D.R.E.A.M. process is:
D - Discover what is important to you. Before learning about your assets and goals, we get to know you; the significant influences and lessons in life make you unique. We will discuss your hopes and dreams. We will work to discover how you define success as well as what brings you meaning and fulfillment. Only then can we start to understand what's most important to you and how your money can enhance your life's goals.

R - Realize there will be obstacles to deal with. Sometimes before we can move forward, we need to deal with the things that are holding us back. This can come in the form of bad decisions we made in the past or things we know will affect us in the future. Together we'll work to find the best way to deal with these obstacles and get you moving forward.

E - Establish where you are right now. Now that we know where you want to be, we need to know where you are starting from. We need to establish you current financial situation so we have a starting point. Like going on a trip; you can't get to where you're going if you don't know where you are at currently. We'll look at current assets, debt, income, and budget. This will give us our starting point from which we will move forward.

A - Assemble a road map to get to your goals. This is the fun part. We will look at all options, weigh the pros and cons, and together, we will assemble the best route for your personal situation. Everyone's situation is unique. So you need your own personal plan. We will look at your goals and dreams, your likes and dislikes, plan for any obstacles that we may encounter, and design your personal road map to reach your goals. This is usually where you see it, realize you're on the right track, and smile because you have piece of mind.

M - Make it happen! Now we're moving forward and it's exciting!. We

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