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  2. About
  3. Our Process

Our Process

Your first visit with us is entirely free! We would like to get to know you and your financial situation. It’s integral for us to have a complete understanding of each client’s goals and financial situation so that we may focus on you and preparing for your future. It’s what financial planning is all about and what we strongly believe in. During our initial consultation, we will get to know each other, discuss your needs, goals, review your present financial situation, and determine the possibility of a relationship.

After a few initial meetings, we will present an analysis of your financial situation and discuss recommendations going forward. Together, we implement the recommendations and monitor your progress. From there, we plan regular meetings with you to assess the progress toward your financial goals and, when necessary, we will make adjustments to your financial plan.

About

  • Why Us?
  • About Us
  • Our Philosophy
  • Our Process
  • Our Team

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 1 (832) 698-2010

Email: vjoern@beefinancialpartners.net

9950 Cypresswood Drive, Suite 212, Houston, Texas 77070

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Karl and Vicki Joern are investment advisor representatives of, and advisory services are offered through USA Financial Securities Corp.,  A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Vicki Joern is also a registered representative of USA Financial Securities. Member FINRA/SIPC. www.finra.org BEE Financial Partners is not affiliated with USA Financial Securities.

Karl and Vicki Joern are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Vicki -OK, TX;  For investment advisory services these states include: OK, TX. Karl - TX. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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