helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary & Financial Planner
Certified Trust & Financial 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

4841 Springline Drive
Fort Myers, FL 33919
Phone: (239) 433-4662

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

Financial Planning - 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 financial issues of concern to you and your family.
Together, you and Arlene will build on your knowledge of financial topics.

Then, Arlene will

  • Analyze your current situation;
  • Project the effect of taxes, inflation & cash flows on your plans; and
  • Recommend changes that you could make.

Once you decide what action to take, you and Arlene will address

  • How those actions will be implemented; and
  • Under what circumstances and by whom the results will be monitored.

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 formulate a plan that addresses all of the financial issues that are important to you.

The plan Arlene develops is unique to you, and is based on YOUR goals and objectives.

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 back from the trees to see the forest.

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 a registered investment advisor.   Financial Planning Association - Proud Member since 2010
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