Becoming A Client
Financial Checkup Process
Bryton Financial is a fully licensed advisory firm that uses integrity in creating financial plans that help accomplish clients’ short and long term goals.
Step 1 – Setting up an intro meeting
The first step in the process is to schedule an initial meeting, which can be a call, online, or in-person. At this meeting we listen to your goals, concerns, and overall situation to see the direction you are looking to go.
Step 2 – Data gathering meeting
At this second meeting, assuming it is mutually agreed upon to continue working together, we will gather info, documents, and data needed to draw up your financial plan.
Step 3 – Analysis meeting
Using the info and data retrieved in the last meeting, a financial plan will be drawn up that will be reviewed. This meeting will answer the following questions:
2. How can your investments be optimized, whether lowering fees, assessing risk on the portfolio, etc.
3. Are there any areas in your financial picture that can be adjusted to reduce costs and increase protection?
4. Are there any key threats to your financial goals?
Step 4 – Implementation
At this meeting, assuming it’s mutually agreed on to move forward, we will make the moves necessary to implement the financial plan.
Step 5 – Ongoing review meetings
Once everything is set up, we will have ongoing review meetings to make sure things are running the course as planned. It is important at retirement, or in the years leading up to retirement, that you review your plan with your advisor regularly to make sure you stay the course.