Our Process

Our process begins with our Client Fact Finder, which captures an overview of your personal and financial information. Upon receipt of the Client Fact Finder, our office will contact you to schedule an initial meeting or phone conversation. During this introduction, we will provide additional company information and discuss the financial goals you would like to achieve.

Utilizing Advicent’s Profiles Financial Planning Software, we will input the information provided and create a customized plan for you and your family. We may ask you to provide us with account statements, paystubs, life insurance information, tax returns, etc. This stage of the process aids us in identifying any shortfalls or surpluses you have and assures that our analysis is as accurate as possible.

We will meet with you to present the personalized financial strategy and will discuss our recommendations to help you achieve both your short-term and long-term goals.

To put your plan into action, our office will be in contact with you to implement your plan securely and quickly. We will assist in all aspects, whether it be a transfer of assets or completion of an application.

Periodic reviews of your portfolio will be scheduled in advance to ensure that your plan continues to meet your family’s needs throughout all stages of your life.