Our Process

At Flynn Advisory Group, we've developed and refined a consistent process that enables us to design a customized financial plan, as well as manage your assets and risk.  We'll walk you through the following step-by-step process that will help make you feel confident in your decisions.

                                                                                   Our 4-step process

Step 1 - Discovery Process / Meeting

• This complimentary meeting gives us an opportunity to get to know each other.  We'll listen to what's important to you and what goals you would like to accomplish. 

Step 2 - Data Gathering Process

• Before we can begin analyzing your goals, we'll need to know where you're at today financially. 

Step 3 - Strategy/Implementation Process / Meeting 

• We'll provide you a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situation.

 Step 4 - Ongoing advice and service

• Weekly Market Updates
• Monthly Email Newsletters
• Quarterly Contact and performance reports
• Semi-annual and annual reviews
• Regular emails and letters
• Check-in calls
• 24-hour response time guarantee
• Concierge services on an as-needed basis
• Online account access
• Educational workshops/seminars
• Client appreciation events