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