Navigating Today's Financial World Can
Be Complex
When your financial life is built on isolated islands, you can lose important opportunities for growth. Your financial life may grow in complexity but maybe not in substance, as you search for direction among unconnected and uncoordinated financial goals. There is a more holistic way to approach this.
Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current strategies and make the necessary adjustments to help accomplish your goals.
INFORMATION GATHERING
We will take time to ask about your dream financial destination so we can help design a plan to get you there.
FACT REVIEW
We will make sure we understand your current situation, goals and objectives.
DEVELOPING & PRESENTING RECOMMENDATIONS
I-3 Planning will work with your team and ours to build your custom comprehensive plan.
RECOMMENDATIONS
We will create a prioritized timeline and serve as your accountability partner to help make sure things get done.
PROGRESS REVIEW
We will stay by your side to review your progress and adjust the course when you have changes in your family, financial, tax or other situations.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
The Planning Process
Four Months Plan
2,000 US dollarsOne Year Plan
5,000 US dollarsThree Sessions plan
500 US dollars
Contact me
Michael Romaine Sr.
CFP®, RICP, ChFC, CLU, CLTC
Founder - I-3 Planning
Financial Planner
502.551.9231
![i3planning-bar-RGB-01[63]_edited_edited.jpg](https://static.wixstatic.com/media/9b1166_f6b3dbc8404748cc9a431920996e6112~mv2.jpg/v1/crop/x_0,y_108,w_1798,h_596/fill/w_62,h_21,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/i3planning-bar-RGB-01%5B63%5D_edited_edited.jpg)
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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. I-3 Planning is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.12 Cadillac Drive Ste 440 Brentwood, TN 37027, 615-309-6333
Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. CRN205202-1661336