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Our Process

What can you expect as a Goodwin Financial Client?

Our reputable team of financial advisors provides clients with comprehensive and holistic financial planning tailored to each client’s specific needs and lifestyles. We are more than just financial advisors; we build strong, long-term advisor-client relationships and work together to achieve your financial goals. 

Phase I: Discovery

During our initial meeting, we will discuss your personal and financial goals. We focus on your desired timeline, your risk tolerance, and how your investment capital can help you reach specific objectives.  We look at your retirement plan, including your desired retirement age and lifestyle. And finally, we look at your current investments, insurance, and overall financial health.

Phase II: Strategy

In this stage, we’ll develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then create a comprehensive plan outlining the strategy we recommend for long-term success.

Phase III: Implementation

Through constant communication, and the work of a highly skilled advisor, we’ll successfully implement your investment strategy–making this process as quick and easy as possible for you.

Phase IV: Monitoring and Adjusting

We monitor our clients’ accounts on a regular basis, ensuring that they are still performing as intended. As our clients’ goals evolve, we update our strategies to align with their new vision, identify areas for improvement, and make revisions accordingly. We’re quick to make adjustments when shifting global markets require a different investing approach.

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