Certified Financial Planner, Evans Financial Group, College Station, Tx

process

OUR CLIENT ENGAGEMENT PROCESS

We use a signature process to uncover hidden traps or flaws, discover information critical to your planning, and minimize unnecessary risks. Our approach is to continue educating and always provide our clients with the best service. We consider our clients part of our extended family and work hard to earn their trust. There is no obligation or pressure as we explore whether the partnership is right for both sides. Our process involves a few unique steps designed to meet your goals:

    • Discuss your present situation, as well as your goals and concerns
    • Identify your unique financial beliefs and ideals
    • Provide an introduction to our process
  • Explain the planning process
  • Decide if a mutual fit exists
  • Schedule our next meeting
  • Review the your financial plan and address questions
  • Implement priority components of your plan
  • Discuss and schedule any subsequent implementations
  • Provide online login details for your accounts
  • Provide copies of all contracts
  • Establish regular review process
  • Review accounts on a regular basis
  • Adjust your strategies as appropriate over time

Work with a Certified Financial Planner®

Ready to kickstart your financial journey but have some questions or not sure where to begin? Contact us to schedule an appointment and let’s start shaping your financial future together!



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