In the Video above, Scott Farnsworth, Central Florida's Tax-Free Retirement Expert answers a frequently asked question: What is your process?
"My process is, first of all, to sit down and get to know you because I can have the most elegant solution in the world, but if it's not right for who you are and what's important to you then what's the point? I always have a free consultation to start. In that consultation I explain how I work, I explain some of the tools that I can bring to the table for you, and I listen as you describe what you're trying to accomplish in the world of retirement planning. Whether you're 30 years old or 50 years old or 65 and on the cusp of retirement, the process is essentially the same. I need to educate you about some of the tools and you need to educate me about who you are and what you're trying to accomplish. When I sit down with a client there are two experts in the room, not one."
What is your process?