Our planning process begins by listening. Listening to your goals, needs and the decisions you’ve made so far. Listening first, advising second. That’s how we help you achieve your picture on the box.
The Investment Advisory Group Process
01
Evaluate Assets
We’ll evaluate your current financial situation and recommend strategies based on where you want to be.
02
Investment, Account and Real Estate Analysis
Are all the pieces lining up to complete your financial picture? We’ll do a gap analysis to determine what you need in order to complete the puzzle.
03
Cash Flow, Insurance, Savings Plans and Tax Strategies
In order to achieve your financial goals, your comprehensive financial plan should include every piece of the picture, from monthly spending to asset protection.
04
Plan Review and Implementation
We'll review our findings, recommendations and strategies to select a plan that best fits your needs and goals.
05
Monitor and Optimize to Achieve Goals
As we put your plan into place, we’ll monitor any changes and adjust our strategies as needed to keep your plan on track.
06
Ongoing Review
We’ll continuously monitor your plan and meet regularly to ensure the pieces of the puzzle are still falling into place.
