At SFA, LLC we create a special relationship with our clients by personally meeting with them to understand their individual financial needs and goals. Though each client’s needs are unique, we generally approach all of our client relationships with a comprehensive financial planning process:
Understanding- Getting to know you on a personal level to better understand your current financial situation along with your risk tolerance, time horizon, and individual style.
Strategy- Developing an investment strategy which reviews your current financial situation and helps establish the best strategy for reaching your short-term and long-term goals.
Solutions- Evaluating and recommending the appropriate solutions designed to meet your needs.
Presentation- Making sure we help you understand the map for your financial success.
Thoroughness- Working with you through the implementation of your financial plan and reviewing changes along the way.
Loyalty- Earning your trust through regular financial plan reviews with timely resolution of any questions or issues.