On Track Financial
HOW DO WE WORK WITH YOU?
Discovery – We begin this stage during our initial meeting where we get to know one another. Our goal is to focus on your specific needs and what you want your investments and planning to accomplish.
Strategy – Next, we develop an effective investment strategy that is custom-tailored to you. We design a comprehensive plan that aligns your wealth and your goals.
Implement – Once you have decided to move forward, we implement your unique strategy.
Monitor – We monitor your account performance on a regular basis. If we discover that your circumstances have changed, or that shifting markets require an adjustment, we guide you through the necessary changes.
WHY IS IT IMPORTANT TO DEAL WITH A CFP®?
A CFP® has a broader expertise beyond investments and retirement planning. We are trained in other important areas including estate planning, tax planning, financial planning and insurance.
A CFP® is a fiduciary, which means we are required by law to act in the best interest of our clients. CFP® practitioners value integrity in accordance with the Code of Ethics. Our goal is to provide effective advice based on your needs.
LET US HELP YOU GET ON TRACK!