Have a bias toward action - let’s see something happen now.

You can break that big plan into small steps and take the first step right away.

                                                   - Indira Gandhi

Getting Started


Thank you for taking the time to read this website and familiarize yourself with the unique value I bring to my clients.


Our next steps:

  1. 1.Please call or email me to schedule a complimentary 60 minute initial meeting. 

  2. In your email, please answer:

  3. ‣What kinds of questions are you trying to answer?

  4. ‣What’s the best way to contact you?

  5. ‣How did you hear about Lazarus Financial Planning?


  1. 2. To make the most of this exploratory meeting, please download this PDF-fillable 

  2. Financial Planning Questionnaire.pdf. 


  4. Save it to your desktop, then upload it to this secure dropbox, where only I can retrieve it:

  5. https://secure.filesanywhere.com/DropBox/db.aspx?v=896a68895f67a37ba69a


    Please do not email the questionnaire.


  1. 3.The purpose of this initial exploratory meeting is to determine if we’re a good match. 

     We will:

  1. ‣Identify your financial questions and concerns

  2. ‣Outline the financial planning process at Lazarus Financial Planning and how it can meet your needs

  3. ‣Review the Letter of Agreement, which identifies expectations and your fee


  1. 4.If we choose to work together, our next steps will be:

  2. ‣Schedule the first 2 meetings

  3. ‣Sign the Letter of Agreement

  4. ‣Make an initial payment, as agreed upon in the Letter of Agreement

  5. ‣Upload the financial documents listed on the Document Checklist.pdf

Email Jennifermailto:lazarusfpinquiry@gmail.com?subject=Inquirymailto:lazarusfpinquiry@gmail.com?subject=INQUIRYshapeimage_2_link_0

Learn more:

  1. ‣Lazarus Financial Planning’s Form ADV.pdf

  2. ‣Guide for Choosing a Financial Advisor -- Pursuit of a Financial Advisor Field Guide.pdf

Contact Information


Phone: 919-321-0606


By appointment only:

  1. ‣Monday - Thursday

  2. ‣9:00 - 3:00


Location:

  1. ‣Durham, NC

  2. ‣Near: I-40 Exit #278 + RTP

  3. ‣5 minutes from Southpoint Mall

Unique Value

Financial Planning

Socially Responsible Investing

Meet Jennifer

Resources

Get Started