Our Process


Step 1:  Discovery

At our initial meeting, we spend time getting to know each other.  We’ll uncover what your financial objectives are, and what you’re attempting to accomplish.  We will also briefly share what our financial planning strategies are and what we can do to help you achieve your goals.  This meeting is foundational to everything we do together going forward.

Step 2:  Creating Your Financial Plan

During our next meeting, we interactively begin constructing financial strategies designed to meet your unique goals.  Depending on what financial phase of life you are in, whether accumulating wealth, transitioning to or in retirement, we will discuss your lifestyle, and other aspects that can affect the outcome you are seeking for you and your family.  

By the end of our time together, you’ll have a solid understanding of your current financial position, and what needs to be done in order for you to meet your stated objectives.  We have found that, as our clients visualize the big picture of how they go about reaching their desired destination, they begin to enjoy a pconfidence that did not exist prior to engaging with us.

Step 3:  Proactive and Ongoing Management

As life adjusts, so should your plans.  We will meet regularly to reevaluate your financial plan, make changes as necessary, and ensure you are on target to pursue your stated objectives.

Our financial strategies are designed to match a client’s goals with acceptable risk and liquidity levels.  What is appropriate for some people, may not be appropriate for others.  Additionally, what is applicable today, might not be suitable next week, next year, or in ten years.  Having a plan built upon a solid foundation, our approach and ultimate goal is to help you create and protect your lifestyle so you can enjoy the fruits of your labor far into the future.

Step 4:  Planning Your Legacy

After focusing on reaching a level of financial security that can provide you with a comfortable life, and your strategies have come to fruition, what happens next?  Is it also important for you to give some of your financial resources to your loved ones, or a charity, while you’re alive?  We can help you with this.  What about after you are gone?  What kind of legacy, if any, would you like to leave behind?  Coordinating with estate attorneys and accountants, we can begin to find an ideal approach for you and your family to transfer your wealth from generation to generation.  
 

Our Commitment To You 

Our commitment is to put your interests first and do our very best to ensure your assets and income are protected as effectively as possible.  At Millennium Financial Group, we are committed to treating and safeguarding our clients as if they were our immediate family.