Our Process

We are here to help guide you through the often overwhelming process of creating a financial plan.

Initial Meeting

At R2 Financial strategies our process begins with a relaxed and informal conversation to get better acquainted. During this meeting we will introduce who we are, what we do, and how we do it. This will also serve a good opportunity for us to address any questions or concerns you may have regarding our firm and our planning process.

Financial Assessment

During this phase we shift the conversation towards your current planning already in place, as well as your financial goals and objectives. If we can gain an understanding of where you are and where you would like to go, we can then align you with the correct financial strategies to help you get there.

Plan Development

This is our behind the scenes process of analyzing and interpreting the information we discussed during your assessment. It is our objective to create an executable set of actions steps that move you closer to your stated goals.

Recommend

This is the point in the process in which we will be ready to have a conversation regarding the available planning strategies relevant to your situation. This conversation is not about us telling you what to do but more about having a productive dialogue regarding a full range of options.

Implementation

The success of any plan depends on careful and thoughtful implementation. We will help you through all steps necessary to execute the strategies we have chosen for your financial success. We regularly coordinate insurance and financial activities with the other members of your team including tax and legal advisors.

R2 Financials Strategies and its associates does not provide tax and legal advice.

Service & Review

As your goals and prevailing economic conditions evolve, it is important to establish a review schedule that is tailored to your specific needs. With a customized review schedule for every client, we are able to adapt and plan accordingly for the uncertain future ahead of us.