Broker Check

Our Process

1. Initial Phone Call

Before making a commitment of your time or ours, a 15 minute phone call will make sure that your situation is in line with our expertise.  

If we aren't a good fit, we will gladly introduce you to a firm who can better meet your needs.

2. First Meeting

The focus of this meeting is YOU.  

This is where we get clear on your values, your goals, and your unique financial situation.

The answers to our questions along with the documents we requested will guide our analysis and allow us to answer the most critical questions to your retirement success in plain English.

3. Analysis

This is where we apply our experience, expertise, and resources to determine actions you can take in the 5 critical areas of your plan

  • Retirement Income
  • Risk Management
  • Estate Planning
  • Taxes
  • Investment Strategy

4. Second Meeting

In our second meeting, we will provide actionable advice around what you need to do to meet your financial goals. Including the answers to your questions.

You will see in dollars and cents the value we provide.

Depending on the complexity of your situation, this part of the process may take 1-3 conversations.

5. Think Time

We do not believe in rushing financial decisions, especially when it comes to your retirement.

"Think Time" is when you will ask yourself these questions:

  • Should I implement this plan myself?
  • Should I hire a different advisor to implement this plan?
  • Should I hire 5 Stone Financial Group?

Any of these answers are ok!

6. Implementation

During this meeting we will answer any questions you have and should you decide to work with us, we will begin the client onboarding process.

*There will never be pressure or a hard sell in this process.  While we would love to work with you, we will wish you well and much success should you choose otherwise.

Have a Question?

Thank you!