Robert Cox
Our Process
Our PROCESS:
We put service before products and would rather earn your trust and deserve your referrals than ever sell you an inappropriate or unneeded product. We believe in a low key, relaxed educational approach; clients for life instead of just a quick transaction. Below is how our process works.
Your Discovery Meeting:
During the discovery meeting, we will discuss your goals and objectives, and help to identify financial opportunities both now and those in the future. We will ask you to fill out a personal data sheet that provides us the level of detail we will need going forward. During the meeting we will also ask a series of questions to help us identify potential financial strategies using a tool called MoneyGuide Pro. MoneyGuide Pro, is a simple but comprehensive tool that serves as a blueprint to help you achieve financial peace. Click here to see an example of what a sample MoneyGuide Pro looks like. One complete you will have access to this tool online via the client login portal.
Preliminary Review:
For many people nearing retirement, a significant fear may be running out of money. Inflation will not go away, and Social Security or pensions usually fall short of supporting all our needs. This review allows our specialists to analyze your unique financial goals and develop solutions to help ease these fears. Together with our network of financial professionals and industry consultants, we develop a blueprint of where you are to where you want to go in the future. We identify various opportunities that you may use to better protect your family and enhance your asset growth for the future. Using MoneyGuide Pro, we will develop a customized strategy that will help solidify your financial goals and objectives in a clear and understandable format.
Your Implementation Meeting
After the Preliminary Review is complete, we will begin working with you to create your comprehensive financial blueprint. We will present our solutions to you and if you are comfortable with our recommendation, we will begin taking the steps necessary to put your strategy action.
There could be several meetings after this, depending on the complexity of your needs and time constraints. We will do our best to limit each meeting to no more than 90 minutes. Often these steps can be achieved through virtual meetings as well.
Financial Review
We understand life is constantly in flux and therefore it is important we review your financial goals at least annually. We also recommend you log into the MoneyGuide Pro client portal periodically to review your objectives. Depending on your needs, we can work with you to cater a review plan that makes sense. We can also conduct a review in a face-to-face meeting or a web-conference, depending on your desire and schedule. We also offer a complimentary monthly email newsletter to keep you abreast of the latest developments in the financial world.
You wouldn't attempt to build a million-dollar dream home without a complete set of blueprints. Why would you attempt to manage a million dollar retirement without the same level of detail?
We would love to sit with you and help you develop a blueprint for your financial future. We offer a free financial review with the understanding there is no cost or obligation to you.