Planning & Process
We work together to create a financial plan helping to ensure you reach your goals.
At MBSJ Financial Group, we demystify the complexities of financial planning. Whether it’s understanding retirement, legacy building, or making wise investments, we guide you through every step of the process. Our approach is straightforward: education, empowerment, and support to make confident financial decisions.
our process
Discovery
We learn about your financial situation and goals.
Planning
We learn about your financial situation and goals.
Implementation
We implement the plan while providing ongoing support.
Monitoring
We continuously review and adjust your strategy as needed.
Step 1 – Discovery:
This step involves learning about you. Understanding who you are, what is important to you, then identifying and prioritizing your goals.
Step 2 – Analysis and Development:
We analyze the information gathered in Step 1. We have access to financial
software that enables us to run a variety of allocation and investment scenarios, providing you with a deeper
understanding of your current financial
picture and various courses of action to achieve your goals.
Step 3 – Developing, Presenting and Implementing Recommendation(s):
Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will select an investment strategy that aligns with your objectives and risk tolerance.
Step 4 – Staying on Track:
Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.
