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.