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