helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588

View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

It's For You - The Process

Arlene works with you to

  • summarize your goals & objectives.

Together, you and Arlene make sure that she has all of the details she will need. 
Together, you and Arlene will identify the issues of concern to you and your family.
Together, you and Arlene will build on your knowledge of estate planning.

Then, you and Arlene will review your estate documents and talk about how you and the members of your family might be impacted by the provisions.

You and your lawyer will address the legal process that will be followed.

You and Arlene will discuss the implications that may have.

Most importantly, Arlene will address whether you have done what needs to be done to implement the plan your lawyer has provided.

You have spent your life accumulating assets and making financial decisions.  As Arlene gets to know about you, what you have, how you relate to what you have, and what you expect those assets to do for you, she can work with you and your attorney to be sure your plan addresses all of the financial and estate administration issues that are important to you.

Going through this process gives you the opportunity to get “another opinion” – an independent look at what has become second nature to you – a step into the forest to see the trees.

Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

     Arlene is NOT an attorney, registered investment advisor, or financial planner.   Financial Planning Association - Proud Member since 2010
site design, programming, and hosting by Acoustic Visions Multimedia