At Sullivan Financial Partners, we know that each client will have unique goals and needs. Our process is designed to allow customization along every step of the journey. We believe that too few people truly live with the joy and freedom that they desire. For this reason, Sullivan Financial Partners uses strategies, techniques, and processes that we feel will help keep our clients and ourselves focused on staying in line with each individual’s goals and values.
Getting To Know You
The first step in any relationship is getting to know one another. In this meeting, we will not discuss any actual financial information. In this meeting you will:
- Tell us about yourself.
- Tell us why you are seeking financial services.
- Learn more about who Sullivan Financial Partners is and why we exist.
- Learn what services we offer.
- Ask any questions you may have.
Data Gathering & Service Selection
Our next step in our process is to learn about your current financial services. In this meeting you will come with our New Client Packet that will help you gather information we will use to plan for your needs. In this meeting you will:
- Go through your New Client Packet.
- Clarify your desires from our relationship.
- Discuss what goals and needs requiring planning.
- Select the appropriate services to fit your needs.
Goal Setting & Clarification
Goal setting is a very important part to any plan. This is where each individual client’s plan will become truly unique. We will help walk you through the process of clarification and prioritization of goals. In this meeting you will:
- Discuss and clarify your financial and life goals.
- Prioritize your goals.
- Ask any questions you may have about our planner – client relationship.
Analysis & Planning
The ball is in our court for this part of the process. This is where we analyze your current situation, consider you goals, and develop recommendations and strategies for your plan. You should be sitting back, relaxing, and not worrying about a thing. We will call you when we are ready to present your plan.
Everything is starting to come together now. We will provide you with a written plan and list of recommendations we have developed. We will review these strategies in detail and educate you in any areas you need clarification. Our aspiration is that you will leave this meeting with a new found optimism in your goals and ambitions. We also want you to understand how we see you getting to where you desire. At Sullivan Financial Partners, we feel in order to move forward with our strategies you must first comprehend how the plan works. Education is an immense factor in your plan presentation.
We hope at this point you are happy with your written plan and recommendations. If you desire our help with implementation, we will be more than happy to assist you. If you decide to implement your plan elsewhere, that is okay too. Proper implementation is essential to any plan. Whichever direction for implementation you choose, we advise prompt action. Given that goals, ambitions, and life moments can change at any time, we recommend periodic update meetings and reviews to keep your plan on track.