The InvestSure Process
To begin with the end in mind - Steven Covey
We believe that financial planning and investment management should go hand in hand. That's why we offer an all-in-one process that combines the benefits of financial planning and investment management. You'll receive a high-quality plan that is tailored to your needs, as well as investments that are customized to match your goals.
Introductory Call
A 15-30 minute no obligation call to discuss your current financial planning considerations or investment concerns. We can learn your top line objectives and see if our services are a match for your needs.
Discovery Meeting
1-2 Weeks
We want to get to know you and your financial situation better. There's no obligation here, and we'll be happy to answer any questions you have and show you the benefits of our services. We're eager to learn more about what you've accomplished so far and what your future goals are.
Plan Presentation
1-2 Weeks
In the interim between the discovery meeting and plan presentation meeting we will analyze your information and draft your financial plan in preparation for our next meeting. The plan presentation meeting is a collaborative experience where we really dig deep into your expectations, concerns, goals, investment risk, and deliver your plan results. If you are happy with our work at this time then we can move forward with you becoming a client and we will deliver your financial plan, finalize our client engagement and discuss payment for our services.
Plan Implementation
1-2 Weeks
Upon completion of our plan presentation meeting we will work together to align your financial assets with your financial plan. This often includes transferring investment accounts, implementing additional insurances, providing education around your 401k, small business, real estate, providing referrals for estate planning documents and health insurance needs and addressing additional planning considerations.
Investment Management
Ongoing
Our strategies include carefully screened Funds & Securities. We often utilize multi manager strategies comprised of highly rated mutual funds. The goal here is to avoid the risk of being wrong. Basically, we try to do what you might expect if you had the knowledge, tools, time and interest to do it yourself.
Plan Monitoring
Every 1-2 years or as needed.
At this point most clients feel a great sense of relief and confidence knowing that they have their financial affairs moving in the right direction. Ongoing plan monitoring now becomes front and center and is one of the most important, yet often least practiced steps in the financial planning process. We’ll keep an eye on your investments, and work with you to adapt your plan to the inevitable changes that life throws at you.
261 Plaza Dr, Suite B
Oviedo, FL 32765
(407) 542-3249
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.