Worried that your financial strategy is missing something?
We’re here to help you feel confident in your financial future.
The Green Light Retirement Process
At Fitzwilliams Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Holistic Approach
At Fitzwilliams Financial we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each of our clients’ scenarios. However, we use a holistic process to ensure that appropriate financial areas are analyzed, and comprehensive service is rendered.
Independent
Holistic
Concierge-Based
Fiduciary
Discover Our Coordinated Process
Establish the Relationship
- Scope of Engagement
- Compensation Structures
- Time Frames
- Responsibilities
Gather Client Data
- Quantitative (numbers)
- Qualitative (dreams)
- Risk Tolerance
- Statements, Contracts, and Documents
Analyze Client Data
- Software Analysis
- Human Resources
- Specific and Detailed
- Time Sensitive
Develop a Plan
- Objective and Unbiased
- Comprehensive
- Customized
- Client-Centric
Implement the Strategy
- Prioritize Accounts
- Timing Transitions
- Establish Accounts
- Initiate Connections
Monitor the Strategy
- Ongoing Reviews and Revisions
- Consolidated Account Portal
- Economic Triggers
- Financial Checklist