Organize & Engage – Analyze & Design – Implement & Review
THE BRADSHAW FINANCIAL PLANNING PROCESS:
Our first priority is to work toward the success of every client. That means providing clear direction and advice and generating unique and innovative strategies to help each client simplify and manage their finances.We can help you create or revise your financial plan in a way that brings confidence in the future. Our goal is to offer every client more than just financial products. We focus on creating complete solutions for individual clients. The strength of our work comes from the quality of our strategies.
OUR PROCESS DEFINED:
THE BRADSHAW FINANCIAL PLANNING APPROACH
OUR APPROACH TO PERSONALIZED CLIENT SERVICE AND FINANCIAL ADVICE IS ROOTED IN THE IDEA THAT EVERYONE IS UNIQUE AND HAS DIFFERENT NEEDS.
ORGANIZE + ENGAGE
Before our first meeting we will send you a Discovery Questionnaire that will help you organize your financials, determine your comfortable risk level, and define your unique goals and objective. We will review your questionnaire, and listen as you tell us about yourself, your family and what you want to achieve both short-term and long-term. Your story is unique, and it is our goal to create a plan that reflects just that.
See Step 2
ANALYZE AND DESIGN
We will analyze and consider all aspects of your current situation to determine what you need to achieve your goals. We will design a plan that is unique to you that will include: Risk Management, Lifestyle Planning, Tax Management, and Legacy Planning.
See Step 3
IMPLEMENT AND REVIEW
At our welcome meeting we will review final recommendations, listen to concerns, and introduce you to the Bradshaw Financial Planning experience. Your plan is designed to help achieve all your goals but in order to ensure we stay on track; we continually analyze performance and make recommendations as needed. We will schedule phone calls, meetings and lunches to ensure that your plan is always in line with goals.