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Discover and Fact Find

The first meeting will be a time to ask questions and learn about my investment process. I'll ask some questions but mainly listen to your worries, goals, and unique situation.

Southwest

Discover

What are your goals in life?

Romantic Couple Enjoying View

Fact Find

What is unique to you. What worries, dreams, and challenges do you face?

734-649-8079

pgrimm@sigmarep.com

Securities offered through Sigma Financial Corporation, member FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Philip Grimm Financial Planning is independent of Sigma Financial Corporation and SPC.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

©2024 by Philip Grimm Financial Services.

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