How We Do It
The Asset Management process undertaken by MidAmerica Financial Group has four distinct stages that help educate and inform clients of their financial progress.
This collaborative consulting process is outlined below:
Stage 1 - Introduction and Discovery - this is where clients learn about our credentials, expertise and capabilities. Financial goals and objectives are reviewed along with tolerance for risk. This enables me to tailor a solution to the clients individual need.
Stage 2 - Solutions - After building a tailored plan* to meet the goals and objectives specified, a second meeting is scheduled to explain the solutions available. This also gives clients the opportunity to ask additional questions and articulate any concerns.
Stage 3 - Implementation - Any necessary documentation is signed to establish accounts and funding.
Stage 4 - Ongoing Progress Monitoring - performance reviews and updates are scheduled based on comfort level of client. Again, the opportunity exists to ask any questions and ensure the financial objectives stated are being met. This ongoing monitoring and communication increases the chances that goals will be met.
Of course, outside of regularly scheduled meetings, I am always available by phone and/or email to answer any questions or concerns.
*Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Midamerica Financial Group is not affiliated with Osaic Wealth Inc., or registered as a broker dealer or investment advisor.