Our Process

Having a well-rounded plan is essential for identifying the optimal approach to enhancing your financial situation. At Griffith & Werner, we prioritize the financial planning process. Through our 5-step methodology, we can thoroughly navigate how to best assist you in managing your nest egg.


Step 1 – 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 2 – 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 3 – 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 4 – Our 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 which, you will have the opportunity to ask any questions and make the decision to hire us as your fiduciary investment advisory firm. 

Step 5 – 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.


    Office: 678-901-4167
    Fax: 1-877-350-3587

    111 Mountain Brook Drive
    Ste 208
    Canton, GA 30115

    816 Old Hornage Rd
    Ball Ground, GA 30107

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    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

    Advisory Services offered through Griffith & Werner, Inc., a Registered Investment Advisor.

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