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Financial Planning
Process

Client Centered

Our specialty at Allegacy Investment Group, available through CFS, is delivering holistic financial planning through a defined process. This, combined with the integration of our parent credit union, will assuredly take care of all of the financial needs of our members. We will deliver this process to you in a method that you feel most comfortable with, whether that is in person for a personalized experience or via a virtual meeting for the sake of your convenience. We believe that our life-centered approach to financial planning encourages our clients to seek our guidance on a generational scale.

When developing your personalized financial plan, we use the following six steps in our time-tested process:

Step One | Establish and Define Our Planning Relationship

Our first meeting will consist of simply getting to know each other. We will discuss what you are looking for in a financial advisor and ensure that we are a good fit for each other.

Step Two | Determine Your Goals, Needs, and Priorities

When we have determined that we will work together, we will then establish  and prioritize the vision you have for your financial future, including your immediate needs, your short-and-long-term goals.

Step Three | Analyze and Evaluate Your Financial Situation

Once we have a set list of your goals and needs, we will analyze your overall financial picture. We will identify potential gaps that may derail your plan and develop a personalized financial plan that includes strategies and recommendations to help you reach your goals with confidence.

Step Four | Develop and Present Recommendations:

We will present the findings of your financial plan, along with a presentation of strategies to move you forward towards reaching your goals. Through this collaborative process, you will feel confident in the financial choices that you make for yourself and your family.

Step Five | Implement Your Plan:

The most important part of your plan is implementation. After we’ve gotten your approval on your financial plan and the recommended solutions, we will work with you to put your plan into action.

Step Six | Manage Your Plan:

Life is full of change, and your financial plan will change with you. Throughout the course of our financial relationship, we will have ongoing reviews as we continue to monitor your plan and make adjustments as needed.

We believe that having a financial plan increases your success and provides you with the confidence and peace of mind you need to live your life the way you want. Our team strives to have all of our members connect where they are in life to where they want to be through financial planning, and we think that our process is the best way to make that happen. If you have any questions about our process or how it could impact your financial future, contact our team at your convenience and one of our team members will be happy to assist you.

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