HOW IT WORKS

Comprehensive financial planning is a transformational process that uses a holistic approach to inspire the financial healing, health, and growth you desire to live your life's design.  You are promised a fulfilling process that partners your money resources with your life's values and goals. The process will help reduce money uncertainty and help you achieve Life Money Balance™.

The first step is a made-up mind.  You believe it is time to have your life to proactively lead your money and not have your money reactively lead your life.  You are ready to commit to a redesigned Life Money Balance™.

MINDSET

It is our pleasure to meet and have a conversation that explores whether we are a good fit. Here, you share what brought you to this point, and where we share how Concurrent Financial Planning can offer you Life Money Balance™. 

WE MEET

We mutually agree that we are a good fit. Then we choose to begin and commit to a financial planning program that best fits your life-money journey. We review and sign paperwork, exchange expectations, and remit initial payment for services.

WE AGREE

We are great listeners. You share your life-money story up to this point. You share why you are here, where you want to go, and what you want to see differently. This is where you design the life you want to live!

We collect a host of documents and information that will help us construct a tailored Life Money Balance™ plan. You will find the peace of mind that comes with discovery and organization. 

SHARE YOUR STORY

We incorporate your story with your resources to deliver a custom report on your money position now and with unique recommendations that can move you toward the life you desire to live.  We discuss alternatives, trade-offs and hear your feedback.  The analysis and recommendations will be clear, concise and actionable.

OUR GUIDANCE

Your plan is living, and you are living your plan.  The alignment of your life and your money happens over time.  When life and money work in a parallel partnership, life becomes more harmonious and less uncertain.  This is Life Money Balance. 

 

Life steadily evolves and so too does your financial plan.  To help you navigate your life's progress, you can choose to retain Concurrent to be your continued Life Money Balance™ partner. 

life money balance™

Schedule

contact

3410 98th Street, Suite 4-144 Lubbock, Texas 79423     |        888-332-2372        |      By Appointment Only 

FORM ADV PART  II

This site is published for residents of the United States only. Concurrent Financial Planning Center, LLC may only conduct business with residents of the states and jurisdictions in which Concurrent Financial Planning Center, LLC is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Concurrent Financial Planning Center, LLC. Concurrent Financial Planning Center, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.