Broker Check

Our PRocess

Planning Your Route.

How We Work

We want to partner with you over a lifetime.

With that in mind, we believe it’s critical for you to understand how we work and what we want to help you accomplish. Then, and only then, can you make an informed decision about your lifelong financial partner.

As your financial partner, we’ll work closely with you to:
  • Understand your current financial picture, immediate needs, and goals for the future.
  • Collaborate and create a comprehensive financial plan.
  • Carefully plan for lifelong retirement income.
  • Review wills, trusts, and estate plans.
  • Create and manage your investment portfolio.
  • Evaluate and manage risk.
  • Coordinate with attorneys and CPAs to simplify legal and tax-related matters.
  • Regularly review and evaluate your plan to make necessary changes and track progress.

Our Process

More than anything, we want you to be confident and excited about engaging with us. And the more you know up front, the better.

1Complimentary Meeting

A relaxed, two-hour session dedicated to exploring what's important to you. Having a conversation, to develop our understanding of your needs, where you are now and where you want to be in the future. We’ll cover personal, financial, and family details and explore your current financial situation, goals, and objectives.

2Collaborative Planning

At Route Financial Group, we treat financial planning as a dynamic, living process. In the next one or two meetings, we’ll focus on nurturing our relationship while we coach, answer questions, and create a comprehensive financial plan.

3Implementation

Once we have finalized the plan, we will establish accounts and begin to transfer assets. Our focus will be on collaboration and transparency at every step. We will also conduct regular reviews of your accounts and progress, modifying your plan as needed when you experience life or financial changes.