What to expect as a client:

Financial Planning with Lohr & Company happens in three distinct phases— the design phase, the build phase, and the experience phase. Our client relationship develops based on our role in implementing your plan.

  1. Designing your plan

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Discovery

This is a deep dive into your financial journey. By understanding your past experiences, current situation, and future hopes, we can begin creating a roadmap towards your unique vision.

Strategy

Here we begin to put the puzzle together to help get you where you want to go. We’ll present ideas and recommendations clearly, allowing you to ask questions or suggest changes before moving forward to the final step.

Action

A plan is only as good as its execution. In this final phase, we’ll assign roles and responsibilities to bring your financial plan to life. It’s a team effort from start to finish!

Lohr & Company charges one flat fee to design your plan.

2. Building your plan

Client

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Lohr & Company

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A checkmark inside a square box, indicating completion or correctness.
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Checkmark inside a square box, indicating success or completion
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A checkmark inside a square box indicating completion or approval

Lohr & Company is paid an asset-based fee and/or commission based on our part in building your plan.

3. Experiencing Your Plan

Ongoing Retirement Reviews

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There is no additional cost for these reviews as your financial advisors.