1.) ESTABLISHING THE RELATIONSHIP
We become acquainted with potential clients to learn what they are hoping to achieve, to share our unique approach, and to determine if we can meet their needs. There is now cost or obligation associated with this initial consultation.
2.) CREATING YOUR GUIDING PHILOSOPHY STATEMENT™
After the relationship has been established, we follow up with a consultation to assess your current financial situation and goals in greater detail. Fortier Financial crafted a questionnaire to identify the key factors that will inform your Guiding Philosophy Statement or G.P.S. Your GPS will articulate your goals, quantify how much it will cost to achieve them, and serve as the guide and benchmark for your personalized wealth strategy.
3.) CHARTING THE COURSE
Your wealth strategy will be developed according to your GPS and your financial situation, considering factors such as assets, cash flow, liabilities, and risk tolerance. A wide range of retirement planning, investing, and insurance products and services will be considered as your plan is developed. Brad Fortier, a Certified Estate Planner™ and CERTIFIED FINANCIAL PLANNER™ practitioner, will present a list of recommendations. At this time, a mutual understanding of the benefits and risks associated with each will be discussed and adjustments may be made to ensure that you are receiving the precise services you desire.
4.) IMPLEMENTING & MONITORING YOUR WEALTH STRATEGY
Fortier Financial will implement and diligently monitor your financial plan to ensure alignment with your GPS. We like to meet at least annually to review your account, and we are pleased to meet more frequently based on your needs.