Spectrum Financial Services: Financial Planning Process

At Spectrum Financial Services, we have a proven financial planning process that helps us provide the best, most customized services for each client. The process is ongoing to ensure the plan stays on track and can adjust with changing circumstances.

1. Gathering Information

The first step is gathering data so we understand your situation. The more information you provide, the better we can tailor our initial meeting to your situation. We typically send a Confidential Data Form prior to meeting with you so we can hit the ground running.

2. Establishing Goals and Objectives

We will determine what your short and long-term goals are and what objectives are important to you and your family.

3. Analyzing Your Information

We analyze your financial information to determine what changes should be made and how to work toward your goals and objectives.

4. Establishing a Plan

Once we have analyzed your financial situation and considered your goals and objectives, we will establish a plan to be geared toward those goals and objectives.

5. Implementing the Plan

After agreeing on a plan, we will move forward with implementing the plan by establishing new investment or insurance vehicles and/or making changes to your existing portfolio if necessary.

6. Monitoring the Plan

Monitoring your financial situation is an ongoing process that involves input from both parties. We suggest annual reviews to make sure that your plan remains on track.

Advisory services offered through Legacy Financial Group, LLC d/b/a Spectrum Advisory Services, a Registered Investment Adviser. Securities offered through Broker Dealer Financial Services Corp. Member FINRA &  SIPC. Broker Dealer Financial Services Corp., Legacy Financial Group, LLC, and Spectrum Financial Services are not affiliated companies.

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