Review our Appointment Process
At the Devon Financial Group, our appointment process” begins with a review of your current financial situation. Our goal is to get a clear picture of where you currently are, where you want to be, and how we can help you to achieve your objectives. In addition, we will answer any questions you may have regarding important long-term issues such as: investment and retirement planning, long-term healthcare concerns, and estate planning needs. On your first appointment, you will want to bring your current financial statements and a list of your questions and concerns.
There will never be any investment recommendations made by us during our first consultation. This initial meeting is designed for you to assess our services and personnel, and for us to determine whether we can help you. If it is agreed that we can be of service to you, our team of professionals will then analyze your current financial situation, identify opportunities to help improve your plan, and address the concerns which we identified together during our initial consultation. Our second meeting would be scheduled a week or so from our initial meeting.
The final step in our appointment process would be to offer our recommendations for your income, estate planning, and long-term care needs, while taking into account your tax situation and your goals. We will present you with a flexible plan of action, designed to grow with you throughout your lifetime. It will then be up to you to decide to implement that plan.