"If you don't know where you are going, you'll end up someplace else.”

Yogi Berra

 

"Having a vision for what you want is not enough! ....Vision without execution is hallucination”

- Thomas Edison


Phase I. New Client Determination

STEP 1. Introduction, Information Gathering &
Preliminary Analysis

Clients who want Lena Barnett & Associates, L.L.C. to review their affairs should contact us. We will arrange an appropriate introduction to, or telephone appointment with, Lena Barnett. She speaks with all prospective clients. Then, depending on their specific set of circumstances, she will determine which specific client progression is most appropriate for that client.

We will discuss our fees, and the timing of our services.

We will gather your vital and relevant personal and financial information and existing planning documents. We will then analyze your information and determine if our services would be especially valuable.

In our experience, we routinely generate tax and other expense savings from 50 to 90 percent for the clients and client families whose engagements we accept.

STEP 2. Listening To Our Clients

Through skillful questioning and thoughtful listening, we will seek to understand your specific needs and desires.

STEP 3. Accept the Engagement

Lena Barnett & Associates, L.L.C. will accept engagements only when it is clear that we can help our clients obtain their planning objectives and dreams in a timely, effective, and pleasant fashion. Based on your objectives and circumstances, we formulate the parameters of the engagement including fees, deadlines, and responsibilities.

In most instances, we charge flat fees. All charges are quoted on a fee basis that reflect the complexity of the plan, the creativity of the solution developed, the effort spent, and the quality of the anticipated result.

Continue to next page (Phase II. Engagement)

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