facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Getting Started with Century Financial


The Process

While we have a guiding framework, your needs are our main priority. We are always happy to tailor things such as the frequency of meetings and methods of communication to best meld with your lifestyle and preferences.

Before we begin, we like to have a preliminary conversation to see if we’re a good fit to move forward.

SCHEDULE YOUR INITIAL CONVERSATION  

How It Works


Step 1

Discovery

Our first official meeting is centered on learning about your circumstances and goals. You’ll be able to ask any questions you have about our approach, and we’ll explain more about our process and philosophy.

Step 2

In-Depth Look

At this point, we’ll take a close look at your investment allocations and financial picture. We’ll see how they align with your risk profile and goals and will craft strategies to optimize your resources and support your goals.

Step 3

Implementation

We’ll walk you through the recommendations we have, and we’ll implement each part of the plan we’ve decided on together. You will have one simple online platform to house your financial information, and you’ll be prepared with any steps to carry out on your end.

Step 4

Year-Round Guidance

Our financial plans and investment management strategies are not one-size-fits-all, nor are they static. They are meant to be monitored and modified as your life shifts, and that’s directly built into our approach.

Building a Relationship Together

In forming a longstanding partnership, we want you to know that you are always welcome to call us at any time beyond our meetings. We are here to talk through the big and small decisions that life will inevitably bring.

Let’s Get Acquainted