Broker Check

Our Process

Choose Your Path

1

You only want us to manage your investment and provide investment advice.  No financial planning or analysis outside of investments managed by our firm.

2

You want a comprehensive plan.  You want to know all your options and what is best for you.  We bill an ongoing financial planning fee and charge an initial written plan fee.

3

You want help with a project, a specific focus with no ongoing financial planning.  We bill a per appointment fee, and charge an initial written plan fee.

Examples of one-time projects: completing retirement paperwork, Social Security Analysis, life insurance needs analysis, current investment allocation advice, and similar.

Our Process

Client Centered

Step 1

Our first meeting will take place in person, phone, or video.  We'll discuss what each path involves.  We'll decide if we are a good match to work together.

Step 2

Once you choose your path, we’ll outline what to expect going forward in working with our firm.  This is the step to clearly outline how you will pay for our services.  

Step 3

With our relationship established, we'll schedule the next meeting(s), with path 1 or 2 requiring an annual minimum. These meetings may be in person, phone, or video.

Note: fees paid directly to Sankey Financial Services are fully refundable within 30 days of receipt of payment, if you are dissatisfied for any reason.