Financial Planning
At Peterson Wealth Management, the financial planning process begins with a complimentary consultation. Before the first meeting we will provide you with a "Fact Finder" which will assist us in the process of preparing your financial plan. Although helpful, you are not required to have the fact finder filled out in advance of the first meeting. During our initial discussion we will get to know each other and seek to understand your goals. Rest assured, you will not be asked to make any commitments or sign any documents during your first meeting. This is your opportunity to ask questions, share about yourself and your goals. It is important to us that you feel comfortable with our relationship without any pressure.
