Acting as Your Guide
Every Step of the Way
At Stortz Financial Group, we understand just how overwhelming it can be to create, and maintain, a solid financial plan. With tailored solutions and a highly personalized process, we make sure there is also an established and streamlined way of thinking throughout our relationship. We want to ensure that we are not only efficient with our time, but also transparent about the options available when you work with us.
Our goal is first and foremost to educate you on the many facets of your financial plan so you can understand what we’re doing, as well as why we’re doing it. Everything we do will be discussed in a way that makes the most sense to you.
Here’s What You Can Expect
1.) Identifying Your Needs & Goals
We invite you to join us for a complimentary, no obligation consultation to learn more about you and what your needs, dreams and fears consist of. This will help us to establish our relationship and give you the most optimal advice in terms of where you are and where you’d like to be.
2.) Developing a Plan
Next, we will apply our experience and know-how to help create your personal financial plan. Throughout its development, we will answer questions you may have regarding your retirement, investments and more to determine the best possible solutions for you to address your goals.
3.) Implementing a Plan of Action
Once we develop a clear roadmap, we will walk you through our recommendations. Depending on your specific needs, we will offer alternatives to what you’ve already established as well as what options suit your needs and goals best.
4.) Reviewing & Revising Your Plan
We’re here to help answer any outstanding questions you may have and address your lingering concerns so we may begin implementing your plan. We will meet with you thereafter and make adjustments as needed to ensure your plan aligns with your objectives. We are always a quick phone call or email away!