At Friese Financial Advocates, Inc. we believe financial planning is a disciplined process:
Phase I: Discovery
We begin this stage with a complimentary meeting with potential clients either by phone or in our Libertyville office. This includes an introduction to our process and a focus on what your specific needs and goals are and your investment style and risks. This also gives us the opportunity to get to know one another. After this meeting, many people elect to move forward with a financial plan. Others use the analysis to think about their finances in a new way, hopefully to work with us in the future.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment and insurance strategy that is custom tailored to the unique needs of each client. We then develop an action plan that outlines the strategy we recommend for long-term success.
Phase III: Implementation
The primary objective of this phase is to successfully implement your investment and insurance strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
We take this step-by-step approach to make sure you are comfortable with our recommendations. As we build your financial plan, and move you from wealth building to wealth management, we provide a variety of services, and hope you see them as welcome signposts on your journey to financial freedom.