Our Process
Our first meeting
Our first meeting isn't designed to sell you on us. It's a time for you to lay out your concerns, questions and needs. To get a better understanding of your goals, we'll ask you questions that you consider all the time and questions you've never once thought to ask yourself.
We firmly believe that we are our best as advisors when we take the time to know you. Your first meeting with us will be our opportunity to understand where you and your family want to go and what stands in the way of you getting there.
Comprehensive plan
Using the information we've gathered from our previous meeting, we'll prepare a comprehensive plan that touches on all of your areas of concern. In our meeting, we'll work together to arrive at list of solutions for each of your goals in areas like retirement planning, protecting your family, and transitioning your business to the next phase.
We use this as an opportunity take the information we've gathered and present solutions to the goals you most want to achieve. The subjects we address can be retirement, your estate plan, the sale of your business, the protection of your family in the face of adversity, and many more.
We act as your CFO
At this stage, we become your family's personal CFO. This means taking the lead on executing the solutions we've agreed on. This means connecting your financial team (CPAs to Attorneys), making investment changes, and more.
This is when our entire team shines. We take the action items from our planning meeting, divide up responsibilities, and get to work as your family CFO. Our team collaborates with your family, accountant, attorney, banker, insurance providers and more in order to get your plans put into action.
Relationship-driven
The work isn't done once your plan is executed. We reach out regularly to keep you updated on portfolio changes, plan reviews, and the impacts of trending news. Mostly, we reach out to get an update on you and your family.
Working with us isn't a transaction, it's a relationship. That means we intentionally reach out to you on a schedule that fits your preferences. Keeping you in the loop on your investments, financial plan, and news that effects your family.
We're here anytime
Many of our clients would say their favorite part of working with the Parker Group is having someone to reach out to any time. As life throws curveballs, we're just a call, email, or text away at any time.