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Your Next Step Starts Here

Let's Secure Your Future Today!

Step Two

The Cashflow Management Spreadsheet

Step One
Step Three

The Customer

Data Form

Discovery Meeting

Schedule a short introductory call to assess your goals.

Meeting Agenda

01 | Welcome & Introduction

  • Thank You

  • The Markets

  • One Accord Financial Solutions

    • Overview (Tier 1-3)

02 | Financial Review

  • The Financial Vision of Client & Family

  • Needs Analysis Review of Client & Family

  • Cashflow Management Spreadsheet Review

03 | Next Steps

  1. Illustrations Approved

  2. The Customer Data Forms

  3. The Applications

  4. The Underwriting

  5. The Approval & Delivery Docs

  6. The First Initial In Force Payment

04 | The Investment Strategy (Phase 2)

  • Setting up Irrevocable Trusts with Christina

05 | Questions & Answers

  • Q&A

Complete Form
Complete Form
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Complete Form

The Needs

Analysis Forms.

.After completing the form, please upload it using the link below.

Upload Here

After completing the form, please upload it using the link below.

Upload Here

.After completing the form, please upload it using the link below.

Upload Here
Solutions Meeting

Meeting Agenda

01 | Welcome & Appreciation

  • Thank You

02 | Financial Review

  • Cashflow Management Spreadsheet Review

03 | Financial Strategy & Planning

  • The Debt Elimination Plan Illustration & Roadmap (Debt Plan)

  • The Indexed Universal Life (IUL) Illustration Plan (Savings / Tax / Investment Plans)

04 | Client Documentation

  • The Customer Data Forms

05 | Questions & Answers

  • Q&A

Annual Review Meeting

•1 Hour

01 | Annual Statement Review

Have your annual statement and want a better understanding of your financial progress? Discover how your money has grown and how your strategy is designed to protect against market downturns.

Book A Meeting
Book A Meeting

Thank you for scheduling an appointment with our team!

We're excited to meet with you and learn more about your goals, priorities, and financial aspirations. Our conversation is an opportunity to get to know you, better understand your unique needs, and determine how we can best support you with personalized strategies and solutions.

We appreciate the opportunity to connect and look forward to partnering with you to help protect what matters most, build financial confidence, and support your long-term success. See you soon!