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Our Process

How We Work

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial plans, goals, and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Prior to First Meeting

Before we meet for the first time, we will ask you to gather information and specific documents to bring with you to the meeting so that we can accurately discuss your needs. All of our meetings are held in our office, where we have access to reports, information, materials, and forms. This way we don't delay putting your requests into action. Meetings generally last about an hour to an hour and a half. If you can't gather everything, don't worry--it is the meeting that is most important. 

Financial Freedom Chart  - Peters Financial

First Meeting

During our first meeting, we will:

We will also gather information about:

  • Your current financial situation 
  • Your family situation 
  • When you would like to retire
  • How long until retirement
  • Your retirement plans (i.e. staying in the same home, moving, etc.)
  • Your investment risk tolerance 
  • Your money management philosophy 
Second Meeting

Second Meeting

During the second meeting, we will:

  • Present a thorough analysis of your current situation
  • Provide recommendations 
  • Begin the process of implementing the financial plan if you are ready

In addition, we will answer all of your questions regarding:

  • Our recommendations
  • How we work
  • Our fee structure

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