From First Conversation to Long-Term Plan- Here's How We Work

About this episode

Sean Lee discusses the comprehensive process of working with a financial advisor, emphasizing the importance of planning and ongoing guidance.

📞 Get your customized planning started by booking a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall 📘 Grab Your FREE Copy of "Rounding Third" http://rounding-third.elevatemyretirement.com/ A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Sean walks through what it actually feels like to work with a firm—from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We'd rather show you. If anything we talked about today sounds like the kind of relationship you've been looking for, let’s have a conversation. Here’s what we discuss in this episode: 🧭 Planning First: Why investments come second 🎯 Defining Goals: Understanding what matters most 💬 Better Questions: Looking beyond risk questionnaires 🔄 Life Changes: Keeping plans aligned over time 🤝 Ongoing Guidance: Decision-making beyond investments Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/ Contact us: (801) 639-0095…

People in this episode

Host: Sean Lee

Topics covered

• financial planning
• investment strategy
• goal setting
• client-advisor relationship
• ongoing guidance

Keywords

• financial advisor
• planning process
• investment
• consultation
• goal definition

Mentioned in this episode

Organizations: ERG SLC, Calendly, Elevate My Retirement

Products: Rounding Third

Places: 801

More episodes of Retirement Elevated Podcast with Sean Lee

• A New Way to Save for Retirement Just Got Signed Into Law · May 21, 2026 · 11 min
• Some People Call It Luck - We Call It a Planning Opportunity · April 30, 2026 · 20 min
• The Surprisingly Hard Part of Retirement Nobody Warns You About · April 16, 2026 · 14 min
• Reacting To Financial Hot Takes · March 5, 2026 · 21 min
• 10 Retirement Myths Too Many People Still Believe · February 19, 2026 · 19 min
• What’s New For Retirees & Pre-Retirees in 2026? · February 5, 2026 · 14 min