How We Do It
Our approach to developing sophisticated strategies tailored to your needs begins with getting to know you and determining what is most important to you, your family or your business. Unlike many advisors, we believe that the financial and investment planning process is about you, and your needs and goals. As a result, we engage you in every step of the planning process.
Our four-step planning approach:
STEP 1 | Getting To Know You
We feel strongly that you need to be completely comfortable with our people and our approach to financial and investment planning before we begin to develop strategies tailored to your needs. We also need to understand your situation to be sure we can help you pursue your objectives. To accomplish these goals, we schedule a no-obligation consultation with you to discuss your current financial situation, as well as your needs and goals. This meeting also allows us to share information with you on our backgrounds, experience and philosophy about wealth. The objective of this first meeting is to determine if we are a good solution for helping you pursue your financial goals.
STEP 2 | Assessing Your Needs
If it appears that we are a good fit for each other, we proceed together. We begin by gathering pertinent details and background information, including your investment strategy history, needs, interests, and objectives. We then provide you with a guideline of information we need from you that will allow us to fully assess your needs and develop an investment and financial plan. Once this information is completed and in our hands, we proceed with the development of a personalized investment, financial and estate plan.
STEP 3 | Plan Implementation
After the initial plan is written, we will schedule a meeting to review each element of the plan with you and establish your understanding and comfort with the direction. Once you are satisfied with the plan, we will begin implementation. We provide and complete all the necessary paperwork to make the implementation process as hassle-free as possible. And because we believe in communicating with our clients, you can expect to hear from us on a regular basis during the plan implementation phase, and to have quick access to our staff whenever the need arises.
STEP 4 | Client Contentment
Once of the key differences in working with PSC Financial is that we believe plan implementation marks a beginning—not an end point. Client Contentment is where we provide the greatest value as we stand beside you every step of your journey. You can expect us to schedule meetings with you to review and monitor plan results on an ongoing basis to assure you remain on track toward your goals. And you can expect to hear from us whenever significant changes occur in the markets or in regard to your investments. You also have quick access to our staff whenever a need arises.
Learn more about The PSC Financial Difference
Our four-step planning approach:
STEP 1 | Getting To Know You
We feel strongly that you need to be completely comfortable with our people and our approach to financial and investment planning before we begin to develop strategies tailored to your needs. We also need to understand your situation to be sure we can help you pursue your objectives. To accomplish these goals, we schedule a no-obligation consultation with you to discuss your current financial situation, as well as your needs and goals. This meeting also allows us to share information with you on our backgrounds, experience and philosophy about wealth. The objective of this first meeting is to determine if we are a good solution for helping you pursue your financial goals.
STEP 2 | Assessing Your Needs
If it appears that we are a good fit for each other, we proceed together. We begin by gathering pertinent details and background information, including your investment strategy history, needs, interests, and objectives. We then provide you with a guideline of information we need from you that will allow us to fully assess your needs and develop an investment and financial plan. Once this information is completed and in our hands, we proceed with the development of a personalized investment, financial and estate plan.
STEP 3 | Plan Implementation
After the initial plan is written, we will schedule a meeting to review each element of the plan with you and establish your understanding and comfort with the direction. Once you are satisfied with the plan, we will begin implementation. We provide and complete all the necessary paperwork to make the implementation process as hassle-free as possible. And because we believe in communicating with our clients, you can expect to hear from us on a regular basis during the plan implementation phase, and to have quick access to our staff whenever the need arises.
STEP 4 | Client Contentment
Once of the key differences in working with PSC Financial is that we believe plan implementation marks a beginning—not an end point. Client Contentment is where we provide the greatest value as we stand beside you every step of your journey. You can expect us to schedule meetings with you to review and monitor plan results on an ongoing basis to assure you remain on track toward your goals. And you can expect to hear from us whenever significant changes occur in the markets or in regard to your investments. You also have quick access to our staff whenever a need arises.
Learn more about The PSC Financial Difference