Broker Check


How We Work

How We Work

Step 1 - Initial Phone Meeting

Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our experience. After all, you wouldn’t see a Podiatrist if you needed heart surgery.

If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.

Step 2 - First Office Meeting

Prescription without evaluation and diagnosis is malpractice

The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.

Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain-English answers to four critical questions.

In order to streamline the process of our first meeting and allow us to spend more time discussing your specific financial situation, we ask that you fill out our questionnaire and return it to us at least 48 hours prior to your scheduled appointment.

Step 3 - Sleep On It

We are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Strategic Financial Solutions?
  • Will the benefits they provide exceed their cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

Step 4 - Our Analysis

This is where the magic happens

We will apply decades of experience, thousands of hours of training and mentoring by the industry’s top professionals to answer the following questions:

  • (When) Can you afford to retire?
  • Are you overpaying your taxes?
  • Can your portfolio be improved?
  • Can you eliminate, or at least reduce threats to your financial future?
  • Are there any gaps in your estate planning needs that should be addressed?

Step 5 - Second Office Meeting

This is where the proverbial rubber hits the road

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the four questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances. We will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

Step 6 - Third Meeting/Paperwork

During this meeting we will answer any questions you have and finish the paperwork for you to become (a) client(s). We will schedule the next 12 months of meetings to ensure a deep dive into your financial plan.

Our team approach adds perspective to all we do and aims to provide increased benefits to our clients.

In a sense we serve as a client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other professionals, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.