First things first: should we work together?

If so, the onboarding process will mark the start of Step 1 of CFP Board's 7-Step Financial Planning Process

^{Source: CFP Board of Standards, Inc.; Guide to the 7-Step Financial Planning Process}

 Let's talk

_{Each office of The Lincoln Investment Companies has its own fee schedule. Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here. Fees may also vary with complexity of the case or the scope of the services provided. If you choose to implement your financial plan through us, the financial professional will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the financial professional may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm.}