Retirement Planning and Portfolio Advice for People in Their 20s and 30s

Timeframe	Our Responsibility	Your Responsibility
Before Your Financial Check-Up	We will send you our Client Service Agreement, Confidential Questionnaire and a few required disclosure documents.	Please sign our Client Service Agreement and complete our Confidential Questionnaire and return these at least 3 days prior to your scheduled appointment.
Financial Check-Up	During your 90-minute session we will provide as much advice as we can about your personal financial situation.	Have fun during your real-time advice session!
After Your Financial Check-Up	We will send you a summary of recommendations.	You are now empowered with specific recommendations to implement your financial advice.
Periodic Check-Ups	We are always available to answer your personal financial questions and we would enjoy meeting with you annually to ensure your financial advice is up-to-date.	Remember, financial planning is an ongoing process, not a one-time event. Please contact us at any time.

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Disclaimer and Disclosure | Information shared in this website does not constitute financial advice. Content is of a general nature for information purposes only and does not attempt to give you advice that relates to your specific circumstances. Content is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. Opinions expressed herein are solely those of Nichols Financial Advice, LLC and any use of the information or opinions provided in this website is at your sole risk. Nichols Financial Advice, LLC is registered with the Office of the Securities Commissioner in the State of Kansas as a Registered Investment Adviser firm. Nichols Financial Advice, LLC does not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimis" exemption.