Process

The Confidential Questionnaire
Since Financial Architects prides themselves on being a "big picture" planning firm it is necessary for our clients to complete a Confidential Questionnaire and provide the accompanying documentation. This questionnaire gives us an overview of all the financial decision made thus far.

Your First Appointment
During our first meeting we will review your questionnaire in great detail to determine how your financial decisions were made. We will discuss your "wish list" and make it our goal to incorporate your desires into our recommendations. We will then take all of the financial decisions that you have made and include them in the model that we use.

Your Blueprint
We use a model/blueprint that allows us to view all of your decisions at one time. The model includes three components: Protection, Savings and Growth. Each component contains nine drawers and we help you to understand how each drawer works. Then we take a step back and evaluate all of the strategies that you have incorporated to insure that they are integrating and coordinating the way that you want them to.

Action Plan
If we determine that your financial decisions are not integrating and that you are transferring away money unknowingly and unnecessarily, we develop strategies to stop those wealth transfers immediately. Since no financial plan can be resolved through product, we use a process to maximize your wealth potential.