Step 1: Discover
To begin, we will schedule a 15 minute phone meeting with you. After this initial phone meeting, if we both feel as though Jervey Genesis Solutions is a good fit for you, we will send you our discovery packet. This packet will help us learn a little about you and your current financial position. Our Discovery meeting will help us identify your needs, wants, and wishes, and gives us the opportunity to define the scope of our potential relationship. We understand that selecting a Financial Advisor is an important decision! It’s vital for you to feel comfortable building a professional and personal relationship with your advisor. The purpose of this meeting is to determine just that.
Step 2: Design
During this step, after your information has been gathered, we will begin constructing your plan using our FIT Assessment. We will analyze the information you provided, evaluate your financial situation, examine your monetary goals, and develop a course of action to reasonably meet your objectives. Your financial goals become our goal.
Step 3: Deploy
If you are happy and confident with the first two steps, and choose Jervey Genesis Solutions as your Financial Advisors, our new relationship can begin, and your plan is ready to be put into action. This step is where the heavy lifting of implementation takes place, and your road to financial independence begins.