Our client-focused process, explained
Transparent, customized financial planning where you're involved in every decision, not just informed of them.
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HOW IT WORKS
From first conversation to long-term partnership
Engage
Gather
Develop
Present
Implement
Monitor
Step 1
Engage
We begin our process by getting to know you, your business, your family, and your future goals. We value these conversations and ask a lot of questions to fully understand your financial picture. Then, we meet with your current tax and legal advisors to help ensure key details are not overlooked, assess your objectives, and help prioritize what means the most to you. These friendly meetings help us connect with you on a personal level and understand where you are in your life and the life of your business.
We want you to get to know us, too! We are a cohesive team of friendly, approachable, and knowledgeable advisors who want to partner with you in achieving your goals.
Step 2
Gather
After our initial client meeting, we will assign you some homework — a document checklist. This tool helps you prepare and collect information to give us the financial visibility we need to assess your current situation. We will ask you to submit things like valuations, income statements and balance sheets, and other business documents. It should take you about a week to prepare these items and meet with your existing advisors.
Step 3
Develop
Over the next two weeks, Broad Street Financial will analyze your paperwork and explore possibilities. When designing your plan, we will consider the strategies that you may have already implemented and suggest high-level solutions to address any noticeable gaps.
Step 4
Present
On day 30, we will meet to review your initial financial plan and discuss recommended strategies using today’s tools, resources, and expertise. We want you to be involved in the decisions and not merely informed of them. This is how we best provide the coordination you desire while walking you through our thought process. At this stage, we will also answer all your questions so you can feel more confident about any proposed strategies.
Step 5
Implement*
Upon approval of your strategy, we will execute your plan’s recommendations and products, taking steps to ensure all the steps are within the guidelines and align with the goals we previously set.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of certain products or services may result in commissions or fees outside of the financial plan fee.
Step 6
Monitor
Your financial planning journey has only just begun! We value our long-term, collaborative relationship with you. We will monitor your plan and update you as often as you prefer. We will keep the conversation flowing as any developments or changes evolve and check in on the progress toward your goals.
WHY IT WORKS
Your input drives the plan
Our process is built around collaboration, not just presentations. Here's what that actually looks like.
You're at the table. We don't hand you a finished plan. You're involved in building it from day one.
Plain language, always. We explain what's happening and why in terms that make sense. No jargon, no surprises.
One team, from start to finish. We design your plan, then implement and monitor it.