At NewFocus Financial Group, we embrace an integrated process that coordinates financial planning with your unique investment strategy. The end result is a comprehensive plan that will help you gain financial clarity and control.
Our planning process begins with gathering data about your current financial situation. Information supplied should be up-to-date and as thorough as possible.
We sit down with you and actively listen as you discuss your goals, so that we know which issues are most important to you and require our immediate attention and concentrated focus.
Then, we analyze the data that you provided us and begin formulating initial strategies. We identify any potential shortcomings in your current plan and craft possible solutions to improve upon the existing condition.
Combining your data with the information we learned through our discovery discussions, we design your customized financial plan and accompanying investment portfolios.
We implement designed strategies within the financial plan and then execute and appropriately invest account transfers.
After implementation, we provide ongoing discretionary management of your financial assets while also providing you with easy-to-understand investment reports and portfolio updates along the way.