Jonathan Panning, CFP®, RICP®'s Linkedin Analytics

Stressed about money? Want financial success to match your professional success? If you’re like most entrepreneurs and executives, you’re too busy juggling your other responsibilities to make time for your personal finances. You want the flexibility and options that come with financial success. You just don’t have the time or the desire to try to do it all yourself. 𝗪𝗵𝗼 𝗪𝗲 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 We work with locally-owned manufacturing and construction companies as well as corporate executives at companies like: • BMW • Michelin • GE • Fluor • TTI • Bosch • ZF 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼 We help you: → Make “work optional” You're great at what you do. You still want options. You shouldn’t feel the pressure of needing to work “forever”. → Leave a legacy Leaving a legacy goes beyond traditional estate planning. Leaving a legacy is also ensuring that what’s passed on to the next generation is more than money. 𝗪𝗵𝘆 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀 We follow a goals-based financial planning process where we “begin with the end in mind”. 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗨𝘀 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 ❌ Most advisors are quick to make recommendations and focus on specific products or investments. ✔ We follow a proven process, and as a CERTIFIED FINANCIAL PLANNER™ professional, I'm a fiduciary advisor who always acts in my clients' best interests. 𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀 📞 Introductory Phone Call Our process starts with a complimentary 15-minute phone call. This gives us a chance to get to know each other, answer your key questions, and see if we should work together. 1️⃣ “Destination” Meeting This meeting focuses on answering these two questions: "Where are am I headed?" "Where would I like to go?" 2️⃣ “Design” Meeting This meeting is centered on: "How am I going to get there?" 3️⃣ “Delivery” Meeting "How do I get started?" "What steps do I need to take today?" We lay out clear action items and work through the implementation of your plan together. ✅ Periodic Reviews and Check-Ins We’ll meet to review your progress, make any adjustments, and stay on track to achieving your goals. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻? Feel free to: → Reach out to me directly here on LinkedIn → Schedule your free 15-minute phone call using the link in the Featured section or by visiting https://calendly.com/jonathanpanning/intro-phone-call “𝘛𝘩𝘦 𝘣𝘦𝘴𝘵 𝘵𝘪𝘮𝘦 𝘵𝘰 𝘥𝘰 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘴𝘪𝘨𝘯𝘪𝘧𝘪𝘤𝘢𝘯𝘵 𝘪𝘴 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘺𝘦𝘴𝘵𝘦𝘳𝘥𝘢𝘺 𝘢𝘯𝘥 𝘵𝘰𝘮𝘰𝘳𝘳𝘰𝘸” -𝘡𝘪𝘨 𝘡𝘪𝘨𝘭𝘢𝘳