Miller Financial Planning
(805) 494-4868
info@millerfp.net
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  • OUR DIFFERENCE
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  • CONTACT US
    • FAQs

GETTING STARTED

Home GETTING STARTED

Step 1: Self Assessment (Print This List)

Life and Financial Planning is such a personal process that it is vital there be a good fit between you and your planner. Please answer the following honestly with yourself:
  • Do you want to get started planning your life or your family's success so that your values, vision and goals are emphasized? Do you want to be clear about where are you are, where you would like to be, and how to get there?
  • Do you want to delegate, but not abdicate, your life and financial planning? You would be the "President" and we your "Vice President of Finance"
    The enthusiasm of your "Yes" answer is probably directly proportional to our future success together.
  • Are you prepared to put effort into establishing and maintaining the right relationship with your Life and Financial Planner?
    The enthusiasm of your "Yes" answer is probably directly proportional to our future success together.
  • Do you appreciate a straight-talking, bottom-line approach to your success?
    The enthusiasm of your "Yes" answer is probably directly proportional to our future success together.
  • Is your situation basically under control? Are you responsible, or do you want to become responsible? Are you at peace with yourself?
    "Yes" answers are best.
  • Are you hoping to become fabulously wealthy through life and financial planning?
    (It can help get you organized, focused and planned, but there is nothing fabulous about it.)
  • Do you (a) have available investment resources of at least $250,000? or (b) have at least $50,000 and the ability to save at least $3,500 per month? or (c) some similar combination of resources and savings?
    Your answer should preferably be "Yes" to any of the above.
We have designed this page to help determine your fit with Miller Financial Planning. If you feel you have a good fit, please contact us for a complimentary meeting to move forward or resolve any doubts.

Step 2: Contact Us

Click here to get our contact information

Step 3: Things to Bring With You

Click here to find out what things you need to bring with you

Our Location

Contact Us Today

(805) 494-4868

info@millerfp.net

875 S. Westlake Blvd, Ste. 212
Westlake, Village, CA 91361-2926
Check the background of this investment professional on FINRA's BrokerCheck
  • HOME
  • |
  • OUR DIFFERENCE
    • LEADERSHIP
  • |
  • GETTING STARTED
  • |
  • WHAT TO BRING
  • |
  • FORMS
  • |
  • CONTACT US
    • FAQs
Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Miller Financial Planning and the above firms are independent and non-affiliated. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.