Interested in Working With Jacobs Financial Partners?
Discover Our Next Steps
Step 1
1-Hour Discovery Meeting
Come into our offices and get to know our advisors. We like to start things off with one-hour conversation to learn more about you, your family, your business and how we may be able to help.
Schedule Now
Step 2
Data Gathering
Once we have a better idea of your current financial standings and goals for the future, we’ll begin gathering any relevant data regarding your financial life - bank statements, 401(k) documents, insurance policies and more.
Step 3
Investment Analysis
We’ll use a risk analysis tool to help us determine if your current asset allocations are in line with your overall financial picture. If you’re not comfortable with your current level of risk, we’ll dive deeper into possible alternatives and adjustments to better match your portfolio with your big picture.
Step 4
Financial Planning
As we dive deep into the rest of your financial picture, we’ll begin discussing your savings strategy, goals for retirement, preparedness for unexpected events and more. This comprehensive look into your financial life can help us optimize and organize your wealth in a meaningful and tax-efficient manner.
Step 5
Presentation & Recommendations
Next time we meet, we’ll present to you our proposed solutions designed to enhance your current planning efforts and maximize your wealth. We’ll take the time to answer any questions you may have and address all areas of concern within your financial life.
Step 6
Ongoing Relationship
Throughout your financial planning journey, we’ll be here to address your evolving needs, prepare for the unexpected, plan for upcoming changes and more. We’ll continuously monitor your investments and make ourselves available to you whenever and however works best for you.
