Our Process | Griffin Financial LLC Anaheim Hills CA

Our Process


Step One: Initial Meeting

We offer a complimentary introductory appointment to provide us with the opportunity to get to know one other and for you to present an overview of your financial framework, concerns, and expectations. We will review your current plan and complete a thorough risk analysis, needs analysis, expense profile, estate profile, and goals questionnaire. Most importantly, we will mutually determine whether you and Griffin Financial will be a good fit for one another.

 

Step Two: Strategy Development and Recommendations

During step two we will illustrate some of the specific strategies we recommend that you implement. This appointment provides you with a cursory view of our recommendations to upgrade your current plan. Additionally, it allows us to develop a strong strategy together – aligning your needs, goals, and risk tolerance with the best investment strategy and products for your specific situation.

 

Step Three: Strategy Implementation

The strategy implementation portion of our comprehensive management platform provides you with a transparent approach to financial planning and investment management. During this process, your Griffin Financial Planner and you will develop a collaborative advisor-client relationship based on a thorough assessment of your current financial situation. Together you will gain a deeper understanding of your financial portfolio, and your financial planner will make recommendations based on your long term goals. Your advisor will also create a comprehensive investment and financial strategy designed to meet your goals, an individually tailored portfolio based on your risk tolerance, implement the strategies agreed upon, and closely monitor and evaluate performance on a regular and ongoing basis.

 

Step Four: Strategy Implementation

In addition to the wealth management portion of your financial plan, we will provide assistance with all other aspects of your financial personality, including: Financial Services OC CA, Budgeting and debt management, Comprehensive Insurance Audit and Planning, 401(k) Investment portfolio analysis and allocation, Income phase projection, Income tax optimizing, Real Estate holdings and income analysis, Professional and personal liability assessment, Estate tax liability analysis, Estate planning and multi-generational asset transfer strategies, and Integration of your plan with your other professional advisors.

 

Step Five: Strategy Implementation

Because a financial environment is constantly shifting, we will continuously monitor and review your portfolio to help ensure that your investments are on track with your objectives. We will also meet with you or schedule calls to discuss any changes, personal or financial, that may affect your situation. Additionally, throughout the year we offer educational opportunities in which we bring experts from several of the largest insurance, investment, and real estate companies to discuss the economy and financial markets. We also hold entertaining events one to two times per year to show our clients how much we appreciate their confidence in our firm and to further develop our personal relationships.

Step One: Initial Meeting

We offer a complimentary introductory appointment to provide us with the opportunity to get to know one other and for you to present an overview of your financial framework, concerns, and expectations. We will review your current plan and complete a thorough risk analysis, needs analysis, expense profile, estate profile, and goals questionnaire. Most importantly, we will mutually determine whether you and Griffin Financial will be a good fit for one another.

 

Step Two: Strategy Development and Recommendations

During step two we will illustrate some of the specific strategies we recommend that you implement. This appointment provides you with a cursory view of our recommendations to upgrade your current plan. Additionally, it allows us to develop a strong strategy together – aligning your needs, goals, and risk tolerance with the best investment strategy and products for your specific situation.

 

Step Three: Strategy Implementation

The strategy implementation portion of our comprehensive management platform provides you with a transparent approach to financial planning and investment management. During this process, your Griffin Financial Planner and you will develop a collaborative advisor-client relationship based on a thorough assessment of your current financial situation. Together you will gain a deeper understanding of your financial portfolio, and your financial planner will make recommendations based on your long term goals. Your advisor will also create a comprehensive investment and financial strategy designed to meet your goals, an individually tailored portfolio based on your risk tolerance, implement the strategies agreed upon, and closely monitor and evaluate performance on a regular and ongoing basis.

 

Step Four: Strategy Implementation

In addition to the wealth management portion of your financial plan, we will provide assistance with all other aspects of your financial personality, including: Financial Services OC CA, Budgeting and debt management, Comprehensive Insurance Audit and Planning, 401(k) Investment portfolio analysis and allocation, Income phase projection, Income tax optimizing, Real Estate holdings and income analysis, Professional and personal liability assessment, Estate tax liability analysis, Estate planning and multi-generational asset transfer strategies, and Integration of your plan with your other professional advisors.

 

Step Five: Strategy Implementation

Because a financial environment is constantly shifting, we will continuously monitor and review your portfolio to help ensure that your investments are on track with your objectives. We will also meet with you or schedule calls to discuss any changes, personal or financial, that may affect your situation. Additionally, throughout the year we offer educational opportunities in which we bring experts from several of the largest insurance, investment, and real estate companies to discuss the economy and financial markets. We also hold entertaining events one to two times per year to show our clients how much we appreciate their confidence in our firm and to further develop our personal relationships.

Schedule a Free Consultation

Our team of financial advisors will provide you with the customized resources you need to feel confident in your plan.

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