Our Process

Our approach to identifying your financial objectives is based on a solid foundation of disciplined steps and procedures:

Listening to Your Needs

We listen first and take the time to understand your complete financial picture. We spend time getting to know you, your goals and objectives before developing a suitable investment strategy. Through a personal interview process, we identify your short and long term investment objectives. We discuss your current financial situation and where you would like to be at defined points in time as well as the level of risk with which you are comfortable.

Developing a Strategy For You

We will thoroughly analyze the information you have provided, review the data and formulate specific recommendations to help you achieve your goals. We consider your investment preferences, income and the liquidity of you and your family. From here, we prepare a financial plan tailored specifically for you and an action plan detailing how we’re going to help you get there. Of course, you will be able to confirm our interpretation of your investment goals and the plan will be modified if necessary. Remember, when it comes to your financial plan, experience matters, and we have over 50 years of experience in the financial industry.

Implementing Your Plan

At this point, we implement the action plan that was developed based on your approval. This is your personalized plan, and we work with you to help you decide how to prioritize your financial goals. There is no one exactly like you and, there’s no “off the shelf” solution that will meet all of your financial needs. With Garretson Financial, you will receive a customized approach.

Portfolio Management and Ongoing Review

Your personal investment strategy is kept on track by disciplined portfolio management. We will monitor and analyze your investments, advising you of factors such as market changes and economic developments that may affect your investments. Your accounts will receive periodic reviews and, as often as needed, we will meet with you to review your planning strategies and to monitor progress against the action plan. If your objectives or time horizon changes, appropriate adjustments will be made. We’ll continue to walk with you on life’s journey and partner with you to meet your changing needs.

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