Providing Custom Advice
To Each of Our Clients
We Provide Confidence in Your Financial Life Through an Experience a Focused on You
The team at Century Financial works tirelessly on your behalf to provide customized advice that empowers your financial decision-making both now and in the future. We know that by putting trust in a financial advisor team, you expect objective, accurate, and professional advice in return.
Our Process
1
Introduction
We hope to learn about you, your family, your business, your goals, and your concerns. You ask us any question that you'd like.
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The purpose of this conversation is to determine if your situation matches our expertise.
Decision: Would you like to meet again to discuss details?
2
Discovery
The goal of this meeting is to get perfectly clear about where you're heading, your goals, and what they mean for your financial picture.
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Your answers to our questions along with the documents that we requested will be important for our discussion.
Decision: Would you like for us to build you a financial strategy?
3
Strategy & Present
After a thorough understanding of your financial situation, we will put our decades of experience to work and design a financial strategy unique to you.
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We will then meet so that you can decide if you'd like to move forward with this strategy.
Decision: Are you ready to put these ideas to work?
4
"Game Time"
Most architects don't want to draw up a blueprint then never build the house. Likewise, we don't want you to have great financial strategies and never use them. That's why it's important to turn good ideas into action.
If you give the "thumbs up" to your customized plan, our team will ensure that the transition to working together is as smooth as possible.
Trust and mutual respect our important in any relationship, especially with your wealth managers. Our process is designed so that we can shake hands and part friends if either of us feel it's not a good fit. If we do mutually agree on the areas to partner, we will ensure that the transition to working together is as comfortable a journey as possible.
Simplifying Your Financial Life, Giving You Freedom to Focus on What You Love
What gives you excitement and purpose in life? It might be your family or a career. It could be a cause or a life passion. At Century Financial, we see people who would rather delegate their finances, so they can use their most valuable asset--time--on what they love.
