My Process
My approach is thorough and process-driven, designed to help clients identify, prioritize and achieve the things in life that they care about most. By utilizing this process, I am able to offer unique and customizable client's individual wishes, timeframes, and circumstances. I view this as a journey, and continue to monitor the progress.
I have a strong mission to educate as many people as I can about financial strategies, understand my client’s situation thoroughly and help them to reach their goals by creating a financial strategy specific to every client and coaching them regularly to follow through on those strategies.
The Client Service Model is the process for how I thouroughly assist my clients.
Connect - Initial contact and discovery conversation
Explore - Uncovering/understanding needs and objectives
Solve - Analyze findings and design holistic solutions
Collaborate - Review solutions and agree upon a strategy
Implement - Execute the strategy and discuss next steps
Serve - Establish review meetings and monitor progress
I help clients develop a comprehensive strategy for their financial future. Here are the areas where I can help you:
- Individual comprehensive financial strategy
- Retirement Planning
- Business Succession Planning
- Special Needs Planning for a child or aging parent
- Managing financial risk
Please contact me at (352) 629-9555 or tpick@financialguide.com.