Broker Check

Our Process

There are a lot of great ideas out there. Some you might discover on your own. We bring value to help you understand which concepts make sense for you, and how certain combinations can have a multiplicative effect.

Discovery

Discovery

We’ll start by getting to know you, how you got to where you are today, and what’s important to you. We’ll collect your financial information and build a single page model. We’ll uncover any major gaps or planning opportunities that stand out right away. You’ll feel better organized and have 1 or 2 ideas that may warrant further exploration or immediate action.

Design

Design

Next, it’s time to bring all the pieces together. A strategy that works for a neighbor or co-worker may not work well for you. We’ll review possible strategies, and we’ll encourage you to ask questions, “try on” the strategies and decide which best fits your risk tolerance, values, and circumstances.

Deliver

Deliver

Actions give ideas the power to reshape your financial future. Together we’ll create specific, actionable, practical steps to make your personal financial plan a reality. You’ll know where you are, where you want to be, and what you need to do to get there.

reCalibrate

reCalibrate

Your life isn’t static, so your financial plan shouldn’t be either. Although you're never obligated to a long-term commitment, we recommend you work with us on an ongoing basis. Depending on the complexity of your situation, we may recommend a review every 3, 6, or 12 months.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jramsey@xxiadvisors.com  |  (614) 563-5645