What You Can Expect

Client Centered

Step1: Discover Your Needs, Goals, & Current Financial Situation
When you schedule a free, no-obligation consultation with SFM, you’ll be invited in to meet with us in a relaxed setting intended for you to get to know us and for us to get to know you. In this meeting, we’ll identify your needs, goals, financial situation, and risk profile to determine how we can best serve you.

Step 2: Design a Custom Financial Plan 
Based on our initial consultation or “discovery meeting,” as we like to call it, you’ll be invited back in to hear recommendations we have regarding your investment strategy and how it ties in with your specific life goals. We’ll even serve as a "quarterback" in communicating your estate planning and tax planning needs by collaborating with attorneys and accountants to ensure your goals are carried out.

  • We also strive to go the extra mile and provide an Investment Policy Statement, outlining how your investments are going to be invested on a consistent basis.

Step 3: Implement Recommendations
Upon receiving your approval of the financial plan that will have been designed specifically for you, we’ll move forward with implementing it by adjusting your portfolio, taxes, estate, and insurance accordingly. 

Step 4: Review Plan Post Implementation
After your plan has been implemented, we’ll set a time for you to review it and ensure it aligns with your life goals and make adjustments if necessary.

Step 5: Monitor and Continually Adjust
We’ll monitor your investments for you and will periodically meet with you to review your investment performance and address any tax, estate planning, or life & survivorship needs you may have.

Learn about planning strategies we'll utilize to align your life goals with your financial plan.