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1
INTRODUCTION
During the initial planning meeting, the scope of the planning engagement will be defined. We will determine
contractual arrangements and specific planning needs.
2
DATA COLLECTION
During the data collection phase, we will gather any and all information pertaining to the area of planning needed.
3
ANALYSIS
Our experience, education and tools will be used to analyze the information provided and produce the best recommendations.
4
RECOMMENDATIONS
When reviewing the recommendations, the planner and client mutually select, adjust and revise until the plan is truly actionable.
5
IMPLEMENTATION
Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.
6
ACCOUNTABILITY
This step is imperative to keeping a plan on track. Monitoring by both the planner and the client will reveal influential changes that require adjustments.
OUR MISSION
Our mission is to help you and your family. As financial professionals, we understand the financial world can be overwhelming when balancing all the other complexities of life. We partner with you to navigate and address your financial goals. The focus is on you and your family because we are a family-oriented investment team. We care as much about you as we do the performance of your portfolio.
CONTACT
OUR ADDRESS
Mountain View Financial
2201 Spinks Rd, Suite 301
Flower Mound, TX 75022
Office : (619) 867- 0668
Fax : (619) 567-4186
Email : dgonzales@lpl.com
TX Insurance Lic #2818513
For any general inquiries, please fill in the following contact form:
Disclosures
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.orgThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, HI, IA, ID, KS, MN, MS, MT, NC, ND, NM, NV, NY, OH, OR, SC, TX, VA, WA, WI