FFS Post Purchase Next Steps

Financial Planning Next Steps

Now that you've purchased your financial plan, it’s time to get started. On this page, we’ll walk you through the next steps, including how to submit your information, book calls with our planners, and what to expect as we begin building your personalized retirement plan.

STEP 1: Financial Planning Questionnaire

A member of our client service team will reach out within 2 business days with a Financial Planning Questionnaire (FPQ). Please add tanroop@parallelwealth.com to your safe sender list.

STEP 2: Return FPQ

Complete the Financial Planning Questionnaire and send it back to our team. We will include all instructions in the email. Please fill it out as best you can. If there are any sections you're unsure about, just make a note on the form. We can address these questions during your Initial Plan Review call (see Step 4).

STEP 3: Book Plan Presentation

Once we receive your completed questionnaire our team will send you a link to book your 45-minute zoom call for your plan presentation. We are currently booking 8-12 weeks from the time we receive your completed questionnaire. Availability can vary.

STEP 4: 45 Min Review Call

Your dedicated CFP® from our planning team will reach out to book a second 45-minute zoom call for your Initial Plan Review. This call takes place in the weeks after receiving your questionnaire. This time will be used to jump into the software, review your plan, whether you are on track to meet your goals, answer your questions, and explore your "what-if" scenarios.

STEP 5: Video Recording

Your CFP® professional will send you the Plan Review meeting recording. You can provide decisions or additional questions up to two weeks before your Plan Presentation date.

STEP 6: Advisor Prepares Final Plan for Presentation

Your dedicated CFP® professional refines and prepares your plan for presentation based on the questionnaire answers you provided, your initial meeting and any follow up information you provided. Your advisor will review the plan in detail to ensure accuracy and alignment with your retirement goals.

STEP 7: Plan Preview Video

Your CFP® professional will email you a short 8-10 minute video 2-3 days before your scheduled Plan Presentation. This video summarizes your Go-Go, Slow-Go, and No-Go spending along with CPP timing, RRSP Meltdown, and any "what-if" scenarios.

STEP 8: 45 Min Plan Presentation & Delivery

Have your 45-minute zoom Plan Presentation with your CFP® professional and work through your financial plan with them – making any necessary adjustments. Receive your Retirement Guide and implementation package within a week of your presentation.

STEP 9: Email Support

You will receive three months of email support from our office to help you with any questions around your plan, or financial questions in general. We encourage you to email us your questions – or send a screen-recorded video if that's easier. Some questions can be answered over email, and for others, we’ll schedule a phone call to review together.

If you have any questions or concerns our office is happy to help. We’re looking forward to working with you and helping you move forward with clarity and confidence.