Financial planning and investment management is a fluid and ongoing process and it is important that you choose to partner with a firm that will best serve your needs.  The information below will help you determine if you should consider Pulse Financial.


The road to “Clienthood” and beyond, here’s what our process looks like.

  • Initial Consultation: A complimentary meeting where we introduce ourselves, tell you about Pulse and ask you to come prepared with our Financial Values Profile complete and financial statements available to review and further discuss goals, needs and resources.
  • Gap Analysis: We will analyze your goals/needs, identify the gaps between where you are today versus where you want to be and create a strategy to help you get there.
  • Proposal: Our second meeting where we present our strategy to you.
  • Implementation: We draw up and explain all the paperwork for each part of the proposal we are implementing.  We use in-person meetings, email, mail and Docusign to communicate and obtain approval during this process.  We have notaries available as well.
  • Visibility: Once you are a client we will link up your accounts and issue you access to PulsePort, our aggregator website that allows you to see all your investments with Pulse with one login.
  • Monitoring: We will consistently monitor your financial plan and investments as well as the greater market and economy.  We will reach out with information and opportunities that will help enhance your likelihood of success.
  • Ongoing Services: You hired us so we work for you.  We’ll have a face-to-face (in person or video call) meeting at least once a year and phone calls, emails or additional face-to-face meetings as needed.  Check out our Bliss Program and Pinnacle Program to review the myriad of life events that require additional financial planning and consulting.


Client Experience

Being a member of the Pulse Family entitles you to benefits in addition to our financial planning services and we hope you take advantage.


Our goal is to keep you as informed as you want to be – here are some of our regular communications

  • Weekly Market  Reviews—Emailed
  • Monthly Resources/Articles of Interest—Emailed
  • Quarterly “Pulse Financial’s Market Beat”—Mailed 
  • Periodic market reflections, retirement planning updates and opportunities – Emailed


Let us connect you with valuable insight and access to our vetted professional network

  • Access articles and tools to help you understand, plan for and navigate your finances at pulsefinancialservices.net/resources/ 
  • Tap into our rolodex and let us refer you to our professional contacts like Attorneys, CPAs, Realtors, Lenders Etc.


Sit in the comfort of your own home, log in on your computer, tablet or phone and catch an investment update or attend a regularly scheduled financial workshop

  • Invitations with dates and registration info will be emailed and include “day of” reminders
  • There will occasionally be impromptu webinars to communicate time sensitive updates

Personal Financial Website - PulsePort

Monitor your financial life through your personal financial website

  • All accounts with Pulse linked and visible in one place, plus you can link your external accounts to have complete visibility to your financial portfolio
  • Take advantage of unlimited storage space for all important documents

Guided Financial Programs

  • Bliss Program – A guide for folks, traditionally between ages 25-50, to address financial considerations surrounding major life events.  Marriage, children, employment change, moving, etc.
  • Pinnacle Program – A guide for folks starting at age 50, to address time sensitive financial considerations for entering retirement.  Catch-up contributions, Social Security, Medicare, required minimum distributions, etc.


  • Edu-Tainment Events – Enjoy Key Note Speakers, Updates and Workshops surrounding financial concepts and investment opportunities
  • Client Appreciation Events – Join us at the ballpark, a holiday brunch and more, just to say “Thank You” for your trust, loyalty and friendship.

Sponsorship Program – Pulse Gives Back

Pulse Gives Back provides an opportunity for Pulse Clients to nominate their favorite charity or non-profit for a quarterly sponsorship

  • You start by telling us your story about why this charity or non-profit is important to you
  • We share your story on our website and post on FB and Linked In to drive awareness
  • We offer one Pulse Gives Back sponsorship per quarter and will donate up to $2000
  • Learn more and submit your story at Pulse Gives Back.

Contact Us To Learn More