F1RST CHO1CE PROCESS:
Most people don’t plan on failing, they simply fail to plan!
In making every effort to successfully plan for our current and future client’s financial needs and goals, we have adopted a disciplined financial consulting process that follows six primary steps. Regardless of whether our clients’ needs are mortgage, insurance or investment related, we are confident that by following this process, we will be more able to effectively understand our clients current situation, what they expect and desire for their future and of course, how to get them there.
1. IDENTIFY GOALS & OBJECTIVES:
The first step in defining your financial needs is to properly and accurately understand what your specific goals & objectives are.
Our team will review the information you’ve provided us in order to make sure that there is a fit between what we can offer you and what you’re looking for.
We will then offer you our professional recommendation(s) along with the specific financial products and strategies that we believe will best fit your needs.
4. CLIENT FEEDBACK:
We would like to hear your opinions on what we’ve recommended, as choosing the right financial products is a very important decision, and we don’t want to simply decide on everything for you.
5. IMPLEMENT SOLUTIONS:
If you feel that our recommendation will help you achieve all that we’ve discussed together, we can now start the process of implementing them one step at a time.
6. CONTINUOUS MANAGEMENT:
We will continue to monitor your plan to ensure that your goals are achieved.
At F1RST CHO1CE Financial Group we’re passionate about sharing our knowledge, experience and unbiased opinions with families and individuals that are looking for a trusted advisor to help them with their financial planning options.
Any questions?…Contact Us today!