How to Get Started with Century Financial

No high-pressure sales. No locking doors until you sign. Our process is designed so that you are comfortable enough to ask any question about your finances. If it doesn't make sense to proceed, you're free to tell us at any time.

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Our Process

Trust and mutual respect our important in any relationship, especially with your wealth managers. Our process is designed so that we can shake hands and part friends if either of us feel it's not a good fit. If we do mutually agree on the areas to partner, we will ensure that the transition to working together is as comfortable a journey as possible.

Introductory Call

Every successful retirement story has to start somewhere, and we like to start by getting familiar with each other. We'll discuss:

Your family
Your goals
Your business
Your concerns

Before we ask you for financial & personal data, we want to ensure that we'll be a good fit for your needs.

Duration: 15 minutes

Schedule My Intro Call

Building Your Customized Money Plan

When you give us the green light to start on your financial strategy, we'll put our decades of expertise to work. At this stage, we're leveraging our firm's resources to give us the best ideas, filter out the ideas that won't work, and prepare recommendations in a simple, easily understandable way.

It's possible that we'll need to ask you a few additional questions, which we'll reach out to do if necessary. When we're done, we'll call you to set the next meeting.

Duration: 1-2 weeks

Learning About Your Financial Life

After our introductory call, we'll give you a list of information that we'll need for our next meeting. We'll ask clarifying questions about the data we see, and you can ask us anything we didn't cover in the first conversation.

When we finish our discussion, we'll ask you how you feel about taking the next step, which is building your financial roadmap.

Duration: 1 hour

Presenting Your New Financial Plan

We'll meet again so that we can show you the strengths & weaknesses of your current investment and/or financial strategy. You'll also see our recommended changes to your plan in a clear, easily understandable way.

If you like what you see, we'll move to the most important step: taking action! If something doesn't make sense or you'd like to see an alternative recommendation, we can go back to the drawing board to find a more appropriate solution.

Duration: 1 hour

Building Your Customized Money Plan

If you want to retire, and stay retired, then simply hearing good ideas on what to do with your money isn't enough. You have to take action to see the results you want.

In this stage, we'll be helping you reposition your money according to the written plan. We'll work with your tax professionals and attorneys to complete tasks that are outside of our scope of services. We'll assist with other action items like applying for insurance and finding a banker.

Every action at this stage is meant to work toward the goals you shared in the first conversation we had.

Duration: TBD depending on Action Items

Want to know if you're a good fit for our firm?

More About Typical Clients

More About Our Services

Want to learn what services might fit your needs?

Ready for the next step?

Schedule an appointment for a complimentary initial consultation.

Schedule My Appointment

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How to Get Started with Century Financial

Our Process

Introductory Call

Building Your Customized Money Plan

Learning About Your Financial Life

Presenting Your New Financial Plan

Building Your Customized Money Plan

Want to know if you're a good fit for our firm?

Want to learn what services might fit your needs?

Ready for the next step?

CONTACT US

(901) 752-0022

info@centuryfinancialllc.com

9055 Forest Centre Dr
Germantown, TN 38138

CONNECT WITH US

ASK US

How to Get Started with Century Financial

Our Process

Introductory Call

Want to know if you're a good fit for our firm?

Want to learn what services might fit your needs?

Ready for the next step?

CONTACT US

(901) 752-0022

info@centuryfinancialllc.com

9055 Forest Centre Dr Germantown, TN 38138

CONNECT WITH US

ASK US

9055 Forest Centre Dr
Germantown, TN 38138