Our Process
1st Appointment
For your first consultation appointment, we meet with you virtually or at our office in Laramie, WY.
The purpose of your first consultation appointment is to gain insight on you and your life goals.
It is important to provide us with all of your important financial documents that impact your overall net worth. We use a secure portal for you to send your documents prior to the appointment.
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2nd Appointment
The purpose of your second appointment is to take everything we have learned and show you the guardrails we built to help you obtain your life goals.
Prior to your second appointment, a member of our team may need to call/email you for additional documentation and information. You also will be asked to take an assessment to gather more information about you and your financial situation.
At the end of the second appointment, we will determine if we can add value to your situation, and we can discuss costs associated with providing those services. You can then determine if we are a good fit for you.
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Working With Markle Financial Can Provide You With Added Value
We Are More Than Just a Financial Advisor, We Provide:
Access To Strategies
We have access to a large variety of investment strategies to help achieve your goals.
Trading Platforms
We have relationships with multiple custodians that allows us to manage assets in a variety of different ways.
Customized Portfolios
We work with you to determine the best investment strategy that will suite you as an individual.
Honest Conversations
The parties in a household are to be equally represented with goals and dreams.
Dynamic Wealth Management Tools That Hold You Accountable
This customized roadmap allows you to create an action plan to help you to achieve your life goals.
Financial Scorecard
Find out your score – which is just as important as your credit score.
Collaborative Relationship
We are not in the business of sales, we are in the business of relationships and working with you to master your life goals.
Retirement And Tax Planning Solutions
We proactively employ every tool at our disposal to help to minimize tax impacts within your investment portfolio.
What Makes Us Different
- Cash Flow Analysis
- High Net Worth Individuals
- Tax Mitigation & Planning
- Tax Strategies & Minimization
- Personal CFO
Markle Financial
Independently Owned
- Spending strategies
- Customized solutions
- We help you plan when to pay taxes
- We provide tax strategies
- We act as a Personal CFO
Standard Industry Financial Advisors
Program fees & commissions
- Standard cookie-cutter program
- Not customized
- Not offered
- Not offered
- Not offered