Our financial planners provide, at no cost to you, in-person consultations to help you clarify your goals, gather information, analyze your situation, develop solutions, and take action regarding your specific investment strategy, insurance, retirement, estate planning, and debt questions.
![Create a Financial Plan](https://www.dmba.com/Assets/Images/FPPlanning.png)
Consultations are done in our Salt Lake City office or can be by phone, email, or regular mail. Please keep in mind these financial planners aren’t selling a product. And they don’t make any commissions. They don’t do tax preparation, legal document preparation, or place investments.
Steps to take:
- Review and implement, to the degree possible, core principles one through eight.
- Complete the Financial Questionnaire to be prepared to meet with a financial planner.
- Request an appointment with a financial planner: