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How Strive Financial Planning Works

Financial planning can encompass many different areas of your life, from your job to your family and future. True, customized financial planning goes beyond setting up accounts and punching numbers. Our advisors place a high priority on getting to know you, truly understanding what your life goals are. What do you want your retirement to be like? If you’re saving, what will that money be used for and when do you expect to use it? And everyone knows figuring out life insurance and tax strategies is a complex exercise if you don’t have a degree in accounting or finance.  You don’t have to do it all yourself; build a relationship with our team instead.

When it’s time to get a professional involved, we’ll be here for you. Our process is simple and transparent; and we don’t leave your side after the plan is put into motion. As we focus on what is best for you, our financial planning process will follow these four steps:

  1. DISCOVER. During our initial discovery session, we want to get to know you. What challenges do you face in life, and what goals do you have for yourself and for your family? Once we pinpoint your needs, we will assign the appropriate advisor(s) to work on developing your customized plan.

  2. BUILD. We take a team approach, calling on our strategic partnerships to make sure we address every area of your financial life. Together, we will build out a comprehensive strategy that is personalized to your unique situation and goals.

  3. MANAGE. Your advisor will actively manage your portfolio over time, continually optimizing it and evaluating your risk tolerance to ensure you have the proper mix of investments to efficiently balance your risk and potential return.

  4. FOLLOW UP. Every plan needs a tune up now and then. We will provide reviews and continually check in with you as often as you like to evaluate your progress and make any important changes.

If you’re ready to turn your financial struggles into viable solutions, we would love to talk. Call us today at 678-541-2800 or email us at [email protected].