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Following a Thoughtful Process

To Unlock Your Wealth’s Potential

Financial Planning Made Personal

With us, it’s not about trying to onboard every client or selling you a certain product just to receive a commission. At Focus Financial Advisors, you and your story is our focus. Because we’re an intentionally small, boutique firm, we have the ability to—and we deeply enjoy—taking the time to get to know you, understanding what you’re looking for, and guiding you through all of your options.

Here’s What Partnering with Us Looks Like

Step 1

Determine Your Goals and What is Important to You

We'll take the time to really listen to what you want to accomplish.

Step 2

Take Inventory of Your Current Situation

At this stage, we'll take an in-depth look at your current financial picture, including your savings, income and net worth. Together, we'll prioritize your financial goals and incorporate any financial obligations into your plan. Then, we'll come up with a time horizon for your objectives.

Step 3

Develop the Plan

We will get to work creating a base plan that can get you from where you are now to where you'd like to be. We'll walk you through different potential outcomes from your plan, including what-if scenarios and different ideas you may have.

Step 4

Implement the Plan

Once we've decided on the exact courses of action, we will put your plan into place, and you'll also be prepared with a one-page overview of your plan.

example of a One-Page Summary Plan

Step 5

Review and Monitor the Plan

As your life and the world changes, we’ll make adjustments to your plan and will have regular reviews to help you stay on track. Our process is flexible in order to be proactive with your strategy, minimize risks and act on opportunities as they arise.

Focus Financial Advisors team

We’re Here for Your Life’s Victories, Challenges & Changes

Whether you’re looking to make a big life change or you’re facing a difficult situation, we are here to support you. We've chosen to operate as an intimate, fee-only firm with a goal to help our clients achieve their best lives rather than become the biggest firm around. Our promise in partnering with you is to be here as a guide, keeping you on track towards financial health that lasts.

Ready to Get Started?

Reach Out Today