Our Blueprint Process

As a client of Friese Financial Advocates, Inc., we’ll guide you through the steps that help us create and manage your customized financial plan. Our Blueprint process consists of four stages; Discover, Strategize, Implement, Monitor & Adjust.

Our planning model is based on a simple goal: To develop and implement a financial plan that creates more wealth and protection, provide more certainty & options without reducing your desired lifestyle.

1. DISCOVER
Your goals and needs will be the guide to your financial plan. We will get to know each other, understand your circumstances, discuss your current finances and explain how our process will work for you.

2. STRATEGIZE
Next, we will develop and present an effective strategy with an action plan that is tailored to your short and long term objectives.

3. IMPLEMENT
Once we outline the course of action, we’ll begin implementing your strategy. This involves a big picture plan as well as the important details of financial planning from investment strategies to personal protection.

4. MONITOR AND ADJUST
We will monitor your goals on a regular basis to ensure they are still on track for fulfillment. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we will be quick to adjustthe plan as needed.