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:

1. UNDERSTAND Your Personal and Financial Circumstances – In order to best serve you, we have to know you! We take time to understand where you’re at and where you’d like to go.

2. IDENTIFY and Select Goals – We work together to set specific, attainable goals based on what matters most to you.

3. ANALYZE Your Current Course of Action and Potential for Alternative Courses of Action – We review the path you’re on and identify changes of course that can guide you toward achieving your goals. 

4. DEVELOP the Financial Planning Recommendations – Our team of professionals works together to form recommendations specific to your situation. 

5. PRESENT the Financial Planning Recommendations – We meet with you to discuss our recommendations together and answer any questions you have. 

6. IMPLEMENT the Financial Planning Recommendations – It isn’t all on you. Where possible, we assist with putting your plan in action.

7. REVIEW Progress and Update as Needed – We check in to review your plan, celebrating successes and making adjustments when necessary.

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.