Six Step Process
Mercer Putney Financial Advisors uses a widely accepted Six Step financial planning process:
Discover – First we personally interview you to gain insight into your goals and create an initial road map together with you.
Evaluate – With years of experience under our belt, we appraise your specific set of circumstances, identify needs and provide preliminary recommendations.
Analyze – We then investigate what solutions are available and present you with a completed custom financial plan to help guide you toward achieving your financial goals.
Create – We put together an Investment Policy Statement that reflects risk tolerance, goals and time frames in order to guide future investment decisions.
Implement – Putting the plan into action becomes easy now that we’ve uncovered the significant matters and activities required to gauge our progress.
Monitor – No less than semi-annually, we meet with you to monitor progress as well as stay in communication regularly through newsletters, website, phone or whatever is appropriate.