In our Solutions-Based Engagement, we offer a targeted approach to meet your specific financial needs. From residency to retirement...we’ve got you covered.
SUBCONTRACTOR
Think of us as a skilled subcontractor for a specific remodeling project in your home.
We learn about your situation, analyze current state, develop recommendations and then implement the insurance and/or investment solution to meet your needs.
What you can expect in this engagement:
INTRODUCTION (30 MINUTES)
In our initial meeting, we’ll simply get to know each other. Tell us about yourself and what you’re hoping to accomplish. We’ll give an overview on our firm, walk through our services, describe our process, determine if we’re a good fit, and outline next steps.
DISCOVERY (90 MINUTES)
In our next meeting, we will learn more about your goals and objectives, dive deep on facts and figures, and discern how best to engage.
SOLUTION IMPLEMENTATION
As a first step, we’ll conduct an insurance audit and an investment audit to assess current state. Then we’ll prepare a detailed list of recommendations to address your specific financial objectives.
ANNUAL REVIEW
After we have implemented your financial solution, we’ll meet annually to review your situation, discuss evolving needs based on changing life and financial situations.
The best financial plan is the one that gets implemented.
Welcome to Phase Financial
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success.