My Process and Approach

My Role

As your financial advisor is to facilitate comprehensive financial planning through a careful and organized set of recommendations that are coordinated with the client’s needs, goals, attitudes, and resources. This requires a relationship

My Process

Is a 6 step retirement process that is a fundamental, commonly used system throughout the industry. It is an effective tool for addressing client concerns about retirement financial security. Each of these steps is part of an objective, logical series of activities for providing professional advice and service. Skip any one, and the process will be incomplete.

• Step 1: Establishing and defining the client- planner relationship
• Step 2: Gathering client data, including goals
• Step 3: Analyze and evaluating the clients financial status
• Step 4: Developing and presenting recommendations
• Step 5: Implementing Recommendation
• Step 6: Monitoring the implementation of recommendations for necessary changes

This linkage makes the process dynamic, ongoing, and capable of responding to changes.

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Mccreadyfinancial.com

(530)636-4310

mccreadyj@ceteranetworks.com