JT Financial Group Planning Process
Planning Process
1. Intro
- Answer your questions
- Introduce ourselves and our services
- Identify your goals, values, and concerns
2. Goal Setting
- Analyze goals and concerns
- Discuss planning scenarios
- Collect documents (investment, insurance, social security, savings, etc.)
3. Present
- Present Financial Plan
- Discuss multiple scenarios
- Review specific recommendations to achieve plan
4. Implement
- Reallocate or rebalance current holdings
- Adjust savings and investment contributions
- Open new accounts
5. Review
- Review implementation changes
- Review new account statements
- Enroll in our Consolidated Investment Reporting System
6. Evaluate
- Review strategy based on life events
- Review and adjust investment holdings
- Discuss current economic environment
- Share new investment ideas & strategies
Practical/Tactical Investment Process
1. Discovery
- Introduce our investment philosophy
- Identify your goals, values, and concerns
2. Develop Strategy
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy
3. Present
- Present recommended investment strategy
- Discuss our Practical/Tactical approach
4. Execute
- Transfer existing assets
- Open new accounts
- Manage assets that may need to be left in place
5. Follow-up
- Review first statements
- Organize paperwork
- Set-up online account access and review online resources
6. Evaluate
Semi-Annual Meetings
- Review
- Analyze
- Adjust as needed
