Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Your Life Print FORMula, helps you pursue your financial independence.
Having developed and refined this proprietary process, some things have become clear …
At Private Financial Group, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.
We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, Your Life Print FORMula. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.
We Will Always:
- Acquire and maintain a thorough understanding of your financial goals
- Update your current financial information as your life unfolds and needs evolve
- Carefully determine and monitor your investment risk and time-frame
- Explain the implications of all recommended financial planning strategies
- Update you as appropriate by appointment, email, mail and phone
- Meet with you regularly to review your personal financial situation
- Act as your primary financial advisor and steward of your financial future
- Coordinate with other financial professionals when your plan requires it
- Treat you with the utmost respect and professionalism