Five Steps To Success

Our Financial Planning Process

A Process You Can Trust

Maintain what you’ve built

At Griffith & Werner, our dedicated team is fully committed to protecting and maximizing the results of your hard work. We accomplish this by diligently managing every aspect of your portfolio with the expertise of our in-house professionals, guaranteeing that it remains under our direct supervision at all times. You can have complete peace of mind knowing that you will consistently receive the individualized attention that you both need and deserve.

STEP one

Discovery and Initial Phone Consultation

In an effort to be efficient with your time and ours, we recommend a brief 15-minute phone consultation prior to making any commitments. This allows us to ensure that your goals align well with our areas of expertise.

If it becomes clear that we are not the best fit for your needs, we would be happy to connect you with other professionals who may be better equipped to support you.

STEP TWO

Data Gathering and Our First Meeting

The objective of this meeting is to gain a thorough understanding of your personal financial picture. In order to get the most out of this meeting, we recommend bringing copies of your financial statements or uploading them to our secure file portal. We highly encourage you to write down a list of any and all questions that may be on your mind coming into this meeting.

STEP THREE

Our Analysis

This is the stage where issues are resolved and a strategy is devised. Leveraging decades of experience, we will provide solutions to the following questions:

  • Are you on track to reach your current financial goals?
  • Is it feasible for you to retire?
  • Are you paying more taxes than necessary?
  • Can your investment portfolio be enhanced?
  • Is it possible to mitigate or minimize risks to your retirement?

STEP Four

Our Guidance and Second Meeting

This phase is where concrete advancement occurs. In this meeting, we will elaborate on precisely what actions you must take to achieve your financial objectives, which will incorporate the responses to the five questions we posed during our analysis.

This is the point where you will gain a comprehensive understanding of how our firm can enhance your financial situation. After that, you will have the opportunity to ask any questions and make the decision to hire us as your fiduciary investment advisory firm.

STEP FIVE

Execution and Our Third Meeting

In this meeting, we will begin the implementation process. Typically this will include setting up new accounts, confirming beneficiary designations, and discussing the ongoing service and management of your investments and retirement goals.

Our Firm

At our firm, your portfolio is managed by our in-house team with years of financial experience. We give each and every client the time and attention they deserve.

Our Testimonials

“Very professional and friendly. Always respectful of my questions. Plain and simply put, partnering with Griffith & Werner was the best financial decision I’ve ever made.”

Steve

Our Services

For over 30 years, we have specialized in creating personalized wealth plans for families and businesses. Our focus is on meeting your specific needs, whether you want to build wealth, protect your family, or preserve your assets.

YOU’RE NOT JUST A NUMBER, YOU’RE FAMILY

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