Episode 2 – A Well-Defined Seven-Step Client Experience



In financial planning, a personalized process is important for clients to meet their goals. At Argallus Financial Group, each client gets a personalized seven-step process that aims to balance and structure wealth.

In this episode of Life Planned Differently, Rick Dwyer explains each of the stages that take place from organizing your goals to retiring. 

In this episode, you will learn:

  • What a discovery meeting with Argallus Financial Group looks like
  • The benefits of each step in the process
  • How the discovery process can help you with healthcare costs in retirement 
  • The difference between planning for males and females
  • And more!

Tune in to hear the process of planning at Argallus Financial Group!

Resources:  Argallus Financial Group 


Leave a Reply

*