Our Process

Our planning process is designed to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your investment goals.

Comprehensive planning begins with a thorough understanding of a client’s assets, liabilities, personal goals and investment objectives. In order to effectively formulate this plan, TFR encourages its clients to be fully engaged during the process through a series of initial face-to-face appointments coordinated with the client’s unique timeline in mind. The end result will be an understandable, comprehensive, “living” plan with specific goals and action items. Our broad knowledge of financial services, and our ability to coordinate with other professionals, will enhance the plan and establish a bedrock foundation for your financial success.