How We Help Letting You Know What to Expect 1. Establish Establish clear objectives for the advisor-client relationship 2. Discover Assess client’s financial situation 3. Analyze Evaluate client’s current financial situation against financial goals 4. Develop Develop recommendations for achieving client’s financial goals 5. Implement Implement recommendations most important 6. Monitor Monitor accounts and make adjustments as needed Beyond the Process Services We Provide to Clients At Financial Focus, we help bring focus and clarity to your financial picture. We do this by taking a comprehensive look at your financial situation, current needs and future objectives. We are able to help you with experience and advice in the areas of:Investment ManagementEducation FundingRisk Management and InsuranceRetirement PlanningTax PlanningEstate Planning We deliver these services by entering into a personal financial planning relationship with the client and by following a consistent process:Establish clear objectives for the client-planner relationshipGather information on the client’s total financial situation, including short and long term goalsAnalyze and evaluate financial status and objectives, what they own and why they own itDevelop and present recommendations and alternatives to better meet the client’s objectives and risk profileImplement the financial planning recommendations that are appropriateMonitor accounts and make adjustments as needed to meet the client’s changing situation.Long term, comprehensive planning relationships require close cooperation and teamwork with our clients’ other professional advisors to best serve the client’s needs and interests. We strive to develop positive relationships with other advisors in the interest of serving our mutual client’s objectives well.