A guide for life’s most important moments
We believe that your financial journey should be as unique as you are, and that starts with a deep dive into your goals and dreams. Our skilled advisors are not just number crunchers; they are your partners on your path to financial success.
At your first financial review appointment, our priority is to get to know you on a personal level. We’ll take the time to explore your short-term desires and long-term aspirations, whether it’s buying your dream home, starting a business, or enjoying a worry-free retirement. By getting to know your unique vision, we can tailor our strategies to align seamlessly with what matters most to you.
The peace of mind you deserve
This isn’t just a financial review; it’s the beginning of a collaborative journey towards turning your dreams into measurable, achievable goals. While you’re out turning your dreams into reality, you’ll have the peace of mind knowing your financial plan is being carefully orchestrated on your behalf.
It’s never too early to start planning. Schedule your free financial review appointment today.
What to expect at your first financial review
A personalized assessment
Your advisor will take the time to get to know your unique financial landscape. From income sources and expenditures to investment portfolios and debts, every aspect of your financial picture will be carefully examined.
Goal and vision setting
Together, we’ll define your short-term and long-term financial objectives. Whether it’s planning for a dream vacation, purchasing a home, or securing a comfortable retirement, your goals will serve as the compass guiding our financial strategies.
Budget review
Your spending habits and budget will be reviewed to identify opportunities for improvement and increased financial efficiency. We’ll work together to create a realistic and sustainable budget that aligns with your goals.
Retirement and future planning
We’ll take time to review any existing retirement savings you have, discuss your retirement goals and explore strategies to enhance your financial readiness for this important life stage.
An honest and open dialogue
This is your opportunity to ask questions, express concerns and actively participate in shaping your financial future. Your advisor will provide clarity on financial concepts and ensure you leave the meeting with a deeper understanding of your financial situation.
Recommendations
Based on the assessment, your advisor will present personalized recommendations for immediate and future actions. These actionable steps will form the foundation of your financial roadmap.
Building your financial plan
You’ll receive a detailed, highly personalized financial plan built with the guidance of experienced advisors using a sophisticated, goals-based financial planning tool.
- View your financial plan at a glance
- Test retirement scenarios in the Play Zone®
- Collaborate with your planner as goals, needs and concerns change
- Get recommendations for next steps
Take control of your financial future
Embark on this journey with confidence, knowing that your financial plan is designed to empower you with knowledge and strategies to make informed decisions. Together, we’ll build a roadmap to transform your financial aspirations into tangible realities. Get ready to unlock the full potential of your financial future.
Our clients say it best
“I think the world of Park National Bank. They were there when I needed them. They are with me now. And they’ll be there in the future. I trust them. It feels good to have someone looking out for my best interests. A true support system.”
– Nancy G, Investment Client