Frequently Asked Questions

You don’t have to know everything about financial planning – you just need to know how to ask the right questions. So ask your finance questions away. Don’t see your question below? Email  and we’ll get back to you as soon as we can.

Finance Questions?

How do I get started with you?
We encourage you to come in for a free consultation if you’re ready to get started. Contact us today to set it up.
What can I expect in the first meeting?
The first meeting is a chance for us to get to know each other a bit, understand what’s important to you about getting help with your financial planning, discuss your current financial picture and what goals and aspirations you might have, and what type of advice and assistance you’re looking for. This will determine if we are a fit and if The Lifestyle Protector can help. If you decide to sign up with The Lifestyle Protector, we will review fees, next steps and come away with an action plan for our journey together.
How does the process work?
Feel free to read about our Flourish Financially System on our How we Help page. If you’re looking for more information on your particular situation, it’s best to set up a free consultation by contacting us. We look forward to talking with you.
I feel very disorganized in my finances. What do I do?
We understand – it’s a common problem. Many people feel as you do, with financial advice coming from banks, investments brokers and none of it connected. We can help. Sounds as though it’s time to engage in some planning to see where you are now and where you want to go. Read about How We Help or contact us today to get started.
I know nothing about financial planning, investments or insurance. Can you still help me?
That’s not a problem. It’s what we’re here for. It is never too late to get started planning for your financial future, and we’re happy you’ve come to us to start the journey. Let’s talk – contact us today.
Once we get started, how long will it be before we receive your comprehensive plan?
We’ll have a lot of questions to start with, and it may take a bit of time to pull together all the answers. However, once we have all the data, it should take two to three weeks for us to prepare our preliminary recommendations for you. We are flexible and always ready to listen to your comments. We often adjust plans several times until you are 100% satisfied.
Some financial planners have told us we have to have a minimum amount before they will work with us. Is that true for you?
With The Lifestyle Protector, you choose how you want to work with us. The choices can be thought of as either a single purchase, or an ongoing subscription. And when you’re ready, give us a call to set up a time to meet – your first meeting with us is absolutely free, with no ongoing obligation to use our services. We love speaking with people and finding out how we can help you get the results you’re looking for.
It’s a big decision to share financial information. Can we speak to other clients before we get started to learn about their experience?
There are several client testimonials and client success stories on our website for you to read. However, we understand the importance of trust. Clients often ask to speak to other clients, and we are happy to put you in touch with them to help you feel comfortable.
I have an idea, how do I give you feedback?
We’ll take it! Send your feedback, comments, questions, and ideas to As a learning initiative, we thrive on your feedback – it helps us get better.

Pin It on Pinterest