Our Process

At Focus Financial, we take a personalized, values-based approach to financial planning by aligning our process with your priorities. Our 3-4 meeting process, we call the “Navigation 360 Planning ProcessTM

Intro - We get to know our clients and their goals, values, and priorities through our Financial Flight Plan exercise.

Gather Data - We collect all necessary information about our clients' financial situation and review their financial plans.

Review - We analyze the data to create a comprehensive picture of our clients' current financial situation and use it to create a customized plan.

Recommend - We discuss the best course of action based on our clients' goals and current situation, including the pros and cons of different options.

Implement - We set up the necessary accounts and investments, provide ongoing monitoring and review, and give our clients all necessary paperwork and instructions.

Our process is well-documented and integrated with our automated workflow processes and CRM system to ensure consistency and a positive client experience. We continuously work to improve our process to enhance the client experience.

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