We are a wealth planning firm based in Louisville Kentucky. We founded the firm based on the belief that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions. Better financial decisions lead to better results.
Family Wealth Planning Partners want to change the Client Experience in the Financial Services industry. We start by introducing our perspective clients to our unique 4-Step Onboarding process.
Our unique 4-Step onboarding process begins with an initial client meeting. This purpose of this meeting is to provide an opportunity for a Perspective Client to get to know us as well as an opportunity for us to get to know a Perspective Client.
The Findings Report meeting is by far the most important meeting we have with a Perspective Client. We outline the Overall Client Experience.
After the Perspective Client has made the decision to hire us, we begin to develop their Wealth Plan.
We introduce the client to our regularly scheduled client meetings, we refer to as Progress Meeting.
Hosts Brian Ramsey and Stan Rosenthal discuss a wide range of financial related topics that can sometimes boring and complicated, yet they keep the conversations fun and entertaining and yet interesting and informative.
Peace of Mind Radio airs on iHeartRadio station WKJK Talk Radio 1080