GUIDING YOU TO AND THROUGH
What we do
Ongoing Financial Planning
Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
1- Get a One-Page Plan
This 60 minute meeting allows us to share our thoughts and observations with you and allows you to see how we will work together.
2- Get a Comprehensive Plan
This 3 meeting process will come with specific recommendations around retirement and other goals, investments, taxes, insurance, estate planning and company benefits.
3- Get Going
We will assist you in implementing your plan and follow a systematic process to stay on top of your finances and make sure you stay on track, don’t overpay taxes and optimize your investments.
Why Choose us?
Value you get
While our expertise can help most people nearing or in retirement, we do our best work at the intersection of retirement, taxes and investments. The more statements that describe you below, the better the fit we are.
Robert Lindstrom is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Enrolled Agent (EA), and founder of Provision Financial Planning, a Fee-Only financial planning firm. Robert is a full-time Fiduciary and never receives a commission of any kind.