The Process
Our process is customized to fit your specific needs and requirements.
For most clients, the process looks like this:
Schedule a phone call or video meeting to discuss your situation, needs, goals, questions, financial perspectives, risk tolerance and expectations for our relationship.
Venture Forth Financial sends you a proposal, along with a client questionnaire and a request for documents we need to analyze your situation.
You provide us with your documents. We review your documents for completeness and follow-up with you if necessary.
Venture Forth Financial comprehensively reviews and analyzes your situation in-depth, incorporating your goals and profile, and prepares a plan for you.
Meet to review the presentation and recommendations, and discuss next steps.