SMB & Me Process

Pursuing Financial Independence

Client Centric Approach

The world of finance can be complicated. That is why at SMB we focus on a client-centric, holistic approach to financial guidance that reflects your priorities and life circumstances. Our consultative approach allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help pursue them. 

SMB Process for Crafting Your Personal Plan

The goal of the financial planning process is to give you control of your financial circumstances, enhance your qualify of life, and reduce uncertainty about your future. We follow six steps to help you create a financial plan to work toward your financial goals. 

Using our discovery process, we help you identify your goals and evaluate where you are relative to those goals. Once we have collected the necessary information, we will evaluate your options and create a personalized financial strategy to help you get you where you want to be. But we can’t stop there. You must implement the recommendations. Finally, we continually monitor your financial situation to ensure you remain on track. Meeting regularly and making necessary adjustments by accounting for these changes is instrumental to staying on track. 

Whether your goals are simple or complex, you need a plan that includes a realistic strategy, actionable steps and objective advice to help you navigate the journey to your financial future.