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

      Why Clients Choose Us