Our Process

Through a series of meetings,

we get to know

 you and your numbers

all the while moving closer

to a plan that can take you

from where you are now to

where you want to be.

Our

Process

Through a series of meetings, we get to know  you and your numbers – all the while moving closer to a plan that can take you

from where you are now to

where you want to be.

managing your

WEALTH

As we work with you to create a holistic financial picture and plan, we’re bringing together the head and heart in each step of our process below. Through a series of meetings, we get to know you and your numbers – all the while moving closer to a plan that can take you from where you are now to where you want to be.

  • STEP

    01

    DISCOVERY MEETING

    Our first connection is to uncover your initial needs, create an understanding on both sides of the table and explore a fit for working together.

  • STEP

    02

    INVESTMENT PLAN MEETING

    After discovery, we diagnose your current situation, outline our recommendations for moving forward and explain the details of our investing approach – addressing any questions and concerns along the way.

  • STEP

    03

    MUTAL COMMITMENT MEETING

    We agree to move forward together on your journey to financial independence. During this meeting (and those that follow) we provide a comprehensive evaluation for moving forward with your Advanced Plan.

  • STEP

    04

    45-DAY FOLLOW UP

    Here, we organize your account paperwork and help you set up a system for keeping it organized going forward. We review your investment strategy and answer any remaining questions.

  • STEP

    05

    REGULAR PROGRESS MEETING

    Your plan’s progress is reviewed to see if you are on track for meeting your financial goals. We will ask if there have been any changes in your life so that we can adjust your plan and we begin to implement your Advanced Plan.

SPEAK YOUR

TRUTH

the head

After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.

the heart

See how our thoughtful approach helps us understand clients and do what’s

right for each of them.

With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.

The Pastor Financial Group BBB Business Review

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