Focus Planning Group
Business Services · New York, United States · 1-10 Employees
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Overview
Headquarters
PO Box 845, Bayport, New York, 11705, Un...Phone Number
(631) 714-6044Website
www.focusplanninggroup.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Focus Planning Group
Focus Planning Group's financial planning process consists of six steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals. 1. Initial Meeting/Discovery We clearly explain or document the services to be provided to you and define both or our responsibilities. We explain fully how we will be paid and by whom. We should agree on how long the professional relationship should last and on how decisions will be made. 2. Gathering client data, including goals. We will ask for information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. We will gather all the necessary documents before giving you the advice you need. 3. Analyzing and evaluating your financial status. We will analyze your information to assess your cRead more
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Revenue
Number of Employees
Type
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Founded In
<$5M
11-50
Private
-
1984
PD
Peter DeschenesDirector, Operations, Bickling Financial Services Hightower Advisors
Company Profile Activity
Activity Insights
Focus Planning Group is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Focus Planning Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Focus Planning Group.
Focus Planning Group Tech Stack
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Frequently Asked Questions Regarding Focus Planning Group
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Focus Planning Group's financial planning process consists of six steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future and what you must do to reach your goals. 1. Initial Meeting/Discovery We clearly explain or document the services to... Read More
