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OUR PROCESS

 

No matter where you are in your financial journey, you should be taking the proper steps toward a secure future for yourself and your family. Red Tower Advisors follows a disciplined process to help you achieve financial security in a realistic timeframe. Our process consists of six key steps that put you on the path to achieving any financial goal you may have:

  1. Define your goals. Before developing any strategy, we first must gain an in-depth understanding of your financial situation, including your present state, areas of concern, risks and your goals. One of our advisors will sit down with you and listen thoroughly to any concerns you may have. This is meant to be an exploratory session where we can get to know you as much as possible.

  2. Gather data. The next step is for us to gather as much data about you as possible. This will aid us in forming a complete financial picture and thus developing the best, personalized strategy for you. Please note that your security is of utmost importance to us, and we ensure that your data stays private.

  3. Analyze. After gathering data, we’ll get to work on analyzing all parts and begin forming the structure of your plan.

  4. Develop plan and present. The next step is to flesh out your comprehensive financial plan. Once ready, we’ll present our recommendations to you in person. We’ll work together to make any necessary tweaks, until we finalize the best possible plan for you that meets your satisfaction.

  5. Implement. Once we’ve decided on your plan, we’ll help you implement it so it can start working toward bettering your financial life. We’ll stand by you every step of the way and answer any questions you have.

  6. Monitor and adjust. Continual monitoring and adjustment of your plan over time is essential, as your plan is designed to evolve with you as you move through the stages of life. We’ll check in with you periodically to ensure you’re staying on track to meeting your financial goals, and we’ll make any updates as needed.