San Mateo Office

1810 Gateway Drive

Suite 115
San Mateo, CA 94404

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 work toward 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. This is meant to be an exploratory session where we can get to know you as much as possible.

  2. Gather data. This will help 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 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.  Please allow a few weeks for the team to work on this together.

  4. Develop plan and present.  Perhaps the most exciting yet uneasy time for some, we’ll present our recommendations to you in person. We’ll work together to make any necessary tweaks until we finalize the best plan that meets your satisfaction and comfort.

  5. Implement. Once we’ve decided on your plan, we’ll help implement each step 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 to ensure you’re staying on track and meeting your financial goals, and we’ll make any updates as needed.