General Marketing Presentation on Garrison/Knight Financial Planning LLC

1. Garrison/Knight Financial Planning Fee-Only Financial Advice

2. Who We Are

3. What We Do Best

5. would rather pay for advice and not commissions

6. want a roadmap for improving their financial situation

7. want a second opinion on investment portfolios

9. Get Acquainted Meeting

10. Typical GKFP Project Work Timeline 1st Week – Determine Where You Are Financially Interim Meeting- Refine Assumptions and Goals 2nd & 3rd Weeks – Create Detailed Financial Plan & Recommendations Recommendations Meeting– Review Plan & Get Started Comprehensive Financial Plan 10-12 hours Defined Project Work 3-8 hours e.g. Insurance review; Retirement calc, College savings plan, Portfolio review Real-Time Reality Check 2 hour single planning & recommendation session

11. Recommendations Meeting

12. Implementation

14. 3-4 hours per period

15. In person

16. TeleconferenceChoice of Custodian

17. Primary Resources We Use

18. Contact Us Garrison/Knight Financial Planning LLC PO Box 3, Bedford, MA 01730 781-275-0674 LeaAnn@garrisonknight.com www.garrisonknight.com www.financiallyfitafter40.com