"The greatest thing in this world is not so much where we are, but in what direction we are moving.” -Oliver Wendell Holmes
Roman Financial Advisors announce a unique package, built on two concepts that do not usually appear in the same sentence: fun and financial planning.
This four-day package invites you to escape. Escape your routine and all the obligations that dominate your daily life. Get away from ringing phones, the kids, the television, meetings, and so forth, and come spend four days in one of the most beautiful cities in America.
San Diego offers some of the best weather on the planet, attractions like Sea World and an internationally-famous Zoo, some of the best restaurants and best theater you can find anywhere, and the lure of a quick trip across the border to Tijuana. Get free of your daily routine, come for a four-day weekend, spend some quality time together, and clear your mind. Because we've got work to do on one of those days.
On Friday, you'll spend the entire day with Ted Roman, CFP, and that day will go to a full-scale Financial Tuneup. We'll make a comprehensive survey of your current financial status, review your long-term plans and establish specific goals, and then we'll develop a long-range financial plan that will help you achieve them. This plan will include retirement planning, investment recommendations, an insurance review, education planning, income tax planning, and the opportunity to ask every one of your financial questions.
Here's how it will work.
Day 1 (Thursday) Say goodbye to everything that dominates your daily schedule, arrive in San Diego, get settled (we'll help you arrange lodging in advance), and go out to dinner (we have lots of recommendations, from top-of-the-line restaurants to some secret favorite spots at more modest prices).
Day 2 (Friday) Spend the entire day with Ted Roman at his office in the classic Old Town district of San Diego. The morning session (which begins at 8:30) goes to a comprehensive review of your financial situation, goal-setting, creating a vision, and to working through some personal and financial assessment exercises.
We'll pause for lunch together at a nearby restaurant and maybe time for a walk in Old Town, only a few minutes away from the office.
Then back for another three-hour session, beginning at 1:30. Now we'll complete our work together, devising specific strategies for such issues as retirement, education, investments, and tax planning. By the time we're done at 4:30, we should have answered your questions, made a series of concise recommendations, and have you on your way to financial security and to realizing your goals. Then we'll take you out to a dinner in a place you won't forget.
Day 3 (Saturday) This day belongs to you-spend it exploring and enjoying San Diego. But if any questions have come up overnight, pick up the phone and call Ted, or (if necessary) we'll get together for a short meeting to answer them.
Day 4 (Sunday) One last day in San Diego-finish up your weekend, check out, and head for home.
After You Get Home
This package lasts four days, but we don't want to lose touch with you. We want to maintain contact, follow your progress toward financial security and toward your goals, and answer any questions you may have down the road. Toward that end, we'd like to schedule future quarterly reviews. These will keep us updated on your progress, help you with specific financial issues, and keep you on track toward your vision for the future. We'll call you to arrange these.
Fun and financial planning do not usually appear in the same sentence, but we think that-working together-we can make them happen. We want you to come and spend a couple of days enjoying San Diego-and give us one full day of focused financial planning. We think you'll leave San Diego confident that your financial goals are on track and will arrive at home with the peace of mind that comes from having a financial plan in place.
Price: $1800, plus $600 a quarter if you choose to continue with quarterly reviews.
Price does not include travel, lodging, rental car, or meals, though we can assist you in finding lodging and you will be our guest for two meals on Friday.
Note that a portion of this expense may be tax-deductible