The Planning Process
As advisors it is crucial to start the planning process by listening to your objectives first. We seek to fully understand your current needs as well as future desires. At this stage we will gather your information and help identify your objectives.
We Create Your Plan
After we have identified your current financial situation and objectives, we analyze those objectives and develop strategies that are customized for your individual situation. Sandvold Financial Group is an independent organization therefore we bring an unbiased opinion and have no allegiance toward specific investment organizations. Because of the multitude of options, we are able to provide you with a plan that is most specific to your individual needs.
Present Our Recommendations
Our second meeting will provide you with an analysis of where your finances are today compared to future goals and projections. Through these findings we will provide a road map to your next financial level.
If you feel our financial recommendations fit your individual goals and would like to partner with us, we will move forward with your personalized plan. Sandvold Financial Group prides itself on maintaining long term relationships with our clients built on trust and communication. We look forward to partnering with you.
Evolving Your Plan
As time goes by, we recognize that your needs and objectives may change. That is why our firm stresses the importance of closely monitoring large life events that may alter your needs as well as having our team assess the current market conditions and economy to make sure your portfolio is properly positioned. We provide this service through our quarterly check ins.