top of page

Recommended 3 Step Process 

Financial Consultation


In the first meeting we will go over your financial snapshot in detail. Prioritize your goals. After the meeting Surplus Training will create a plan which will include some actionable steps  you can take to take now to start your journey towards your next financial goal.  We will go over this plan in detail during meeting 2.


In the second meeting, we will go over your custom strategy report, which will be emailed to you prior to meeting 2. We want to give you a clear plan on what to do and how to do it, so we will prioritize short term actions and focus on those first. We will make sure you have a clear understanding of this plan. Our goal is make sure you understand it, not talk down to you.  

Financial Report


In meeting three we can start to execute the plan together. We can make sure your accounts are set up properly, set up automatic transfers, initiate budgeting tools, go over IRA/401k accounts, and much more.  We will make sure you have the confidence to get the medium to long term wheels in motion and have the confidence to succeed. 

bottom of page