Inside the Faith 401K Planning Process

Today we wrap up our four-part introduction to Faith 401K & Money Management by going inside our planning process to give you a better understanding of what clients can expect when working with us.

From the first meeting to annual check-ins, Dennis breaks down how planning starts with personal connection and data gathering—not just numbers. Communication is also extremely important for planning and we’ll share some of our strategies for that. Plus, discover how technology has transformed client interactions and learn valuable insights on measuring success in retirement planning.

This episode also addresses why so many people hesitate to begin the planning process and why, in Dennis’s words, “You have nothing to lose and everything to gain.” 

Here’s some of what we discuss in this episode:

📋 What to Expect in the First Meeting – It’s more personal than you think

🔄 Ongoing Planning & Reviews – Why your plan should evolve with your life

🛠️ Customization is Key – No cookie-cutter plans here

Our website:  https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

Facebook: https://www.facebook.com/profile.php?id=100063561056644

LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

X: https://x.com/dennishorr