At Stonegate Financial, we use a comprehensive financial planning process to develop a unique and personalized plan that will provide the foundation for pursuing your goals. As you take the time to reflect and uncover what dreams you’d like to pursue, keep in mind that we will be with you along the way providing education, support, and guidance.
Here are the 7 steps we follow:
We work hard to create an environment where clients are involved in the decisions that could influence their financial future. In order to accomplish this, our team lays a foundation of open, two-way communication that champions respect and avoids judgment.