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 design.  You are promised a fulfilling process that partners your life values and goals with your money resources.  The process will mitigate money uncertainty and achieve life harmony by aligning your life and money resources to work concurrently.

The first step is a made up mind.  You believe it's 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.

It's my pleasure to meet people and have a conversation to learn if we are a good fit. Here, you share what brought you to this point and we share how Concurrent Financial Planning can offer you Life Money Balance

 

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

We are great listeners.  You will share your story about your life's money journey up to this point. 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'll find peace of mind that comes with discovery and organization. 

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.

Your plan is living and you live your plan.  The alignment of your life and your money happens over time.  When life and money work in parallel partnership, life becomes more harmonious and less uncertain.  This is Life Money Balance.  Life steadily evolves, so too does your plan.  To help navigate your life's progress, you can choose to retain Concurrent to continually be your Life Money Balance™ partner. 

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.