At TPC Financial Group, we focus on financial management that encompasses all aspects of your life. As such, our in-depth approach is embodied in our 5 step process used to create our financial plans.
Our discovery process consists of a short meeting with one of our advisors, either in person, or through a video-conference. This initial meeting is meant to understand your specific situation and address any immediate concerns that might need immediate attention. After the meeting, the advisor will provide you with a number of documents that outline exactly what is needed to create our financial plan.
Once our office has received all appropriate documents, you will be contacted by a coordinator if any additional information is required. Our advisors will use all relevant information to create a financial plan that addresses all of your objectives and concerns.
Once your plan has been completed, you will be contacted by our office to arrange a meeting. Your advisor will present you with your financial plan, as well as written recommendations outlining any changes that we feel could be addressed.
Recommendations, important dates, and other important tasks are outlined on a twelve month implementation schedule. This schedule is provided to the client and outlines what task is to be completed, who is responsible for each task, as well as a timeline for completion.
Every month, you will be contacted by our office to ensure that all items have been addressed and nothing is left without action. As you move forward with your schedule, we amend your monthly implementation to reflect any changes that may occur.