Our Financial Planning Process
Decision
Tree Financial strives to help it's clients make informed decisions
about issues that affect their financial well being, so they can
achieve their financial goals.
After meeting and defining a
relationship with one of Decision Tree's Financial Planners, our
advisors use a five step process to help our clients understand their
financial opportunity. These five steps are:
1) Gather Data and Understand Specific Goals
- Everyone has a different situation and desire different outcomes.
Obtaining a detailed summery of where a client currently is financially
and where they want to be is critical to reaching ones maximum
potential.
2) Organize, Analyze and Evaluate Each Clients Financial Status -
Are a clients goals and objectives in-line with their means? What is
the reality of the situation. What could sabotage a desired outcome.
Where are there opportunities for improvement.
3) Develop and Present Financial Planning Recommendations and Alternatives
- Working with a team of other advisors, having expertise in such
area's as tax planning, estate planning law, employee and executive
benefits, a financial plan is co-created with the client and their
other trusted advisors.
4) Implementing the Plan - Using
various financial products and legal documents, the agreed coarse of
action is put in place in order to maximize the clients situation and
give them the highest potential for financial success.
5) Monitoring the Financial Plan
- Once the plan is implimented, the relationship will continue. Have
goals changed? Have their been changes in estate or tax laws. Are the
strategies developed being implemented and carried out according to the
plan?
Investment Opportunities
Decision Tree Financial
offers a variety of investments that promote security, accessibility,
and future growth. Through stocks, bonds, mutual funds, and direct
participation programs, we can identify the most suitable investments
that match your investment strategy and goals.
Listed below are investment opportunities available through Decision Tree Financial
- Mutual Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Variable Annuities
- 1031 Exchange
- Advisor Managed Account
- Real Estate Limited Partnerships
- Oil/Natural Gas Limited Partnerships
- Equipment Leasing Limited Partnerships
