How we work with you
How we work with you
Client journey roadmap and what to expect:
Step 1: Warm Welcome and Introductory Meeting
Your journey begins with a brief, no-obligation meeting with one of our associate advisors. In this initial conversation, we’ll create a warm and inviting environment to better understand your goals and needs. This is your opportunity to share your vision, priorities, and any initial questions you may have.
Step 2: Scheduling and Data Gathering
Once we’ve connected, we will set up a Zoom or in-person appointment for a deeper dive into your financial situation. To make the most of our time together, we’ll gather relevant information beforehand, through our secure virtual platform. This step allows us to prepare and provide tailored guidance during our next meeting.
Step 3: Designing Your Personalized Financial Strategy
At this stage, we’ll determine how we can best work together to achieve your goals. Our caring, holistic approach encompasses all areas of planning—from dedicated planning, retirement income strategies and investment management. We can offer individualized plans for continuing care strategies to life insurance, estate planning, and tax efficiency. Our aim is to provide clarity, confidence, and a roadmap to help you retire and live in retirement happy.
How we work with you throughout the year:
We believe in proactive and personalized service, ensuring your financial plan evolves with your goals and life circumstances. Here's what you can expect as part of our ongoing commitment to you:
Continuous Evaluation of Your Financial Situation
- Start of the Year: We’ll review your financial strategy in light of the market outlook and provide updates on economic conditions.
- Tax Preparation Support: We’ll request your previous year’s tax return and discuss any changes in your financial situation that may impact your plan.
- Regular and Meaningful Communication
- We aim to meet at least once a year in person to review your goals and plans.
- Multiple touch points throughout the year via phone calls, emails, and check-ins to ensure you’re confident in your strategy and satisfied with our services.
- Availability to answer questions or address any concerns, particularly during tax season or as unexpected needs arise.
Holistic and Ongoing Planning
- Together, we’ll address your planning needs for the current year and provide insights into future opportunities.
- Our planning is tailored to your life stage, encompassing family planning, estate planning, long-term care considerations, and more.
Portfolio Management and Market Adjustments
- We will rebalance your portfolio as needed, adapting to market fluctuations and keeping your investments aligned with your goals.
A Relationship Built on Partnership
- We value open communication and prioritize ensuring that you feel cared for, confident, and in control of your financial journey. Our team is dedicated to building trust through consistent service and attention to detail.
At Genesis Financial Group, you are not just a client—you’re part of our family. Let’s take the first step together!