Thank you for attending our webinar!
As you learned from our webinar, long-term care planning is complicated and everyone's situation is different. Normally, it takes a team of professionals working together to create a full plan for someone. However, the plan is just the beginning. The implementation and execution of the plan are just as crucial. Horizon Advisers is built to assist families with these difficult decisions.
Now that you gained this information, it is important to utilize it to take the next step.
Knowledge is power, but knowledge without action is useless.
The Horizon Advisers Journey:
Schedule a 15-minute phone call. This will give both of us the chance to briefly discuss your situation and see where you are in your financial journey. There will be a few pieces of crucial information requested from you to continue on to the next step.
Schedule an appointment to meet us at one of our various office locations or hold a Zoom meeting via technology. During this appointment, we will get to know you, discuss the specifics about your situation and start forming a plan.
Your professional team will begin to formulate a strategic plan that guides you towards financial confidence, following our diagnosis and analysis. If no further information is necessary, your professional team will reach out to schedule the second meeting.
We will sit for another meeting, either face-to-face or via Zoom. In this meeting, we will review your financial plan, answer any specific questions you had during our journey, discuss any further recommendations we have, and explain next steps.
At the end of the second meeting, it's now up to you to decide. We will ask if you want to continue this journey with us or if you need some time to think about it.
Begin Your Journey
Every journey starts with a beginning...
It is an absolute honor to be working with you and your family. Our passion is for you to be educated, comfortable and relieved throughout our journey together. We are so excited to get started!