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STEP ONE
The FNA Profile

During this step, we gather general information about your current situation by initiating a Financial Needs Analysis. Information about goals, and short-term and long-term objectives is gathered we begin to build a rapport with you relative to your overall financial position.

STEP TWO
The Information Builder™

A clearer picture is formed. In order to thoroughly evaluate your current financial position and build an appropriate management strategy, additional information is needed.  In step two, we assist you in identifying and collecting information critical to building a gameplan.

STEP THREE
The Prosperity Analyzer™

Crunching the numbers. We help you turn the data gathered into a comprehensive evaluation. In step three we will conduct a thorough analysis of current holdings, investment objectives and risk tolerances.

STEP FOUR
The Investment Alignment™

A client-centered approach. In step four we submit to you a complete outline of all aspects of your financial situation along with a customized investment strategy.

STEP FIVE
Advance and Protect™

We’re stronger together. In this step we provide ongoing monitoring and reporting. The wealth of resources McGregor Shaffer provides allows you to focus more on what really matters