Welcome - Free Gift Below!
Welcome to our Dave Ramsey SmartVestor (Investment Planning) & ELP (LTC Insurance) page for Jeff Boyd, CFP® & founder of Phase Four Financial Solutions.
Something important to you triggered your inquiry - whether it’s an upcoming retirement (or one years down the road), saving for college or a new home, protecting your family against Long Term Care expenses, or something else entirely, our whole focus is on helping our clients achieve their most important life goals.
While Jeff looks forward to hearing your story, we know you were given 5 names of SVP’s who will all reach out to you. This can be overwhelming to sort through, so we wanted to give you info we'd want if we were you as you consider your needs. A decision on a long-term planning relationship is important (and more than just picking who is closest to where you live).
We’ve started something new as our gift to you. We are offering SmartVestor/ELP inquiries free access to a portion of an online planning tool typically reserved for clients in order to give you clarity to allow us (or any of the other SmartVestors) to be effective in helping you align your investments with your important financial planning situation.
The 5-10 minute online process focuses on a “Financial Life Checkup” & a look at “Life Transitions” that could impact your planning. People find it useful for gathering their initial thoughts (& it’s great for ongoing progress planning with our clients).
As our gift to you we will then create & email you a summary & a very thorough report (often 30-50 pages depending on the number of Transitions you select) that includes many helpful questions & resources for you to consider. It’s a great resource.
Book an intro call via Calendly below & forward the confirmation email to firstname.lastname@example.org to let us know you’d like MyFLP access and we'll send unique login details & instructions prior to our call.
If you completed an ELP inquiry for Long Term Care and want to learn more (or want quotes for Life, Disability, or LTC insurance, click below for more info.