SFG Wealth Advisors' Roadmap Process

Our tailored client advice process enables us to provide you with a detailed assessment of your current situation as well as a comprehensive, prioritized plan to fulfill your purpose and achieve your goals. We provide both initial and ongoing guidance so that you are able to see your progress and make refinements as necessary due to changes in your own situation or to adjust to changes in market conditions.

  • Our First Meeting is at NO OBLIGATION to you
  • We can meet at our office or a location convenient for you
  • The Roadmap Process typically includes 3 in-person meetings to complete and implement your plan (the number of meetings may be less if we are making investment recommendations only).
  • The services offered can be tailored to your needs and may be handled utilizing an ongoing advisory service arrangement, a flat-fee arrangement, or hourly consulting.

Steps Taken To Help You

In our Discover Meeting, we'll spend about an hour or more to listen to your concerns, hear about your financial history, develop a clear picture of your current financial situation, and facilitate a discussion about your financial goals.  We'll also help you understand our planning-focused investment philosophy so that you can decide whether we might be a good fit.

In the Plan Design phase, we take the detailed information we have collected from you, along with your input about the desired financial future you seek, to build and present a personalized financial plan for you including actions you can take to put the plan in place.  For those seeking solely investment management, we create a custom recommended portfolio to align your investments with your risk tolerance and the purpose behind your savings.

We'll then move on to Implementation, where we identify key next steps and assist you in implementing changes outlined in your plan and corresponding portfolio changes.  We guide you through this process and leverage professional resources (when needed) to help you reach your destination. This may include implementing changes as needed in the areas of budgeting, savings, insurance coverage, asset protection, and investment re-allocation.

Our On-Track Reviews provide the long-term accountability needed to follow the plan, review activity, and help you reach your goals.  Each year, we'll discuss your progress with the plan and answer questions regarding your investments and any other financial issues on your mind.  Our goal is to be a trusted resource for all of your financial questions and family planning concerns.