WHAT TO EXPECT
At Pulse Financial, we are your trusted partner in comprehensive financial planning and investment management. Our proven strategies help clients invest in an effort to build wealth, plan for their retirement, and work toward long-term financial success. We want you to enter this partnership with clear expectations—both of what you can expect from us and what you are committed to as our client.
The Pulse Planning Process
Check out our Bliss Program and Pinnacle Program to review the myriad of life events that require additional financial planning and consulting.
Client Experience
Being a member of the Pulse Family entitles you to benefits in addition to our financial planning services and we hope you take advantage.
Communication
Our goal is to keep you as informed as you want to be – here are some of our regular communications
- Weekly Market Reviews—Emailed
- Monthly Resources/Articles of Interest—Emailed
- Quarterly “Pulse Financial’s Market Beat”—Mailed
- Periodic market reflections, retirement planning updates and opportunities – Emailed
Resources
Let us connect you with valuable insight and access to our vetted professional network
- Access articles and tools to help you understand, plan for and navigate your finances at pulsefinancialservices.net/resources/
- Tap into our rolodex and let us refer you to our professional contacts like Attorneys, CPAs, Realtors, Lenders Etc.
Webinars
Sit in the comfort of your own home, log in on your computer, tablet or phone and catch an investment update or attend a regularly scheduled financial workshop
- Invitations with dates and registration info will be emailed and include “day of” reminders
- There will occasionally be impromptu webinars to communicate time sensitive updates
Personal Financial Website - PulsePort
Monitor your financial life through your personal financial website
- All accounts with Pulse linked and visible in one place, plus you can link your external accounts to have complete visibility to your financial portfolio
- Take advantage of unlimited storage space for all important documents
Guided Financial Programs
- Bliss Program – A guide for folks, traditionally between ages 25-50, to address financial considerations surrounding major life events. Marriage, children, employment change, moving, etc.
- Pinnacle Program – A guide for folks starting at age 50, to address time sensitive financial considerations for entering retirement. Catch-up contributions, Social Security, Medicare, required minimum distributions, etc.
Events
- Edu-Tainment Events – Enjoy Key Note Speakers, Updates and Workshops surrounding financial concepts and investment opportunities
- Client Appreciation Events – Join us at the ballpark, a holiday brunch and more, just to say “Thank You” for your trust, loyalty and friendship.
Sponsorship Program – Pulse Gives Back
Pulse Gives Back provides an opportunity for Pulse Clients to nominate their favorite charity or non-profit for a quarterly sponsorship
- You start by telling us your story about why this charity or non-profit is important to you
- We share your story on our website and post on FB and Linked In to drive awareness
- We offer one Pulse Gives Back sponsorship per quarter and will donate up to $2000
- Learn more and submit your story at Pulse Gives Back.