{"id":12176,"date":"2017-04-21T10:20:39","date_gmt":"2017-04-21T10:20:39","guid":{"rendered":"https:\/\/consulting.vamtam.com\/?page_id=12176"},"modified":"2022-04-21T16:38:04","modified_gmt":"2022-04-21T16:38:04","slug":"our-process","status":"publish","type":"page","link":"https:\/\/fsvllc.com\/about-us\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"
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A HOLISTIC PROCESS<\/h2>\n\t\t\t\t\t\t\t\"FSV\t\t\t\t\t\t\t\n

\n\t01\n\t<\/h1>\n

\n\tPlan and Advise\n\t<\/h2>\n\t

We will concentrate on your specific ambitions and aspirations for the future. After analyzing the information obtained, we create a customized strategy complete with a step-by-step action plan to achieve your stated financial objectives.<\/p>\n\t\t\tAccess Current Goals, Objectives, & Facts\n\t\t

During this phase, we take the time to get to know you and your specific goals. We will also take this time to gather necessary information that allows us to best serve you.\u00a0<\/p>\n\t\t\tIn Depth Research & Diagnostics “Think Tank”\n\t\t

During this phase, we research and review the best options for your individualized needs.\u00a0<\/p>\n\t\t\tPlan Development & Refinement With Advisors\n\t\t

At this stage, we develop your tailored plan based off of our research and sit down with you to review the objectives and roadmap. If there are any refinements that need to be made, we’ll make them now so we can ensure we’re meeting your individualized needs.\u00a0<\/p>\n

\n\t02\n\t<\/h1>\n

\n\tImplement*\n\t<\/h2>\n\t

The strength of our guidance will mean little if it falls short at execution. We draw from a vast array of products and services to help you implement the customized solutions your situation requires.<\/p>\n\t\t\tPlan Implementation\n\t\t

Now that we have the plan and have reviewed it with you, it’s time to implement your tailored strategy.\u00a0<\/p>\n

\n\t03\n\t<\/h1>\n

\n\tMonitor and Adjust\n\t<\/h2>\n\t

Your relationship with us should be based on accountability. That means we will meet with you according to our clearly defined service model to review your progress, help you measure results against your objectives, and make adjustments when necessary.<\/p>\n\t\t\tTechnology Integration\n\t\t

We utilize technology to help you keep up to date on your plans performance as well as stay in touch with us so we can continue to work together in accomplishing your financial goals.\u00a0<\/p>\n\t\t\tPlan Customization & Refinements\n\t\t

We strive to be perfect and that’s why we are constantly refining your plan based on economic conditions. Conditions are constantly changing and we consistently adapt and refine your plan with this in mind.\u00a0<\/p>\n\t\t\tPeriodic Status Meetings To Determine Future Goals\n\t\t

Goals can change and develop based on marital status, economic conditions, or a change in employment. Knowing this, we periodically meet with you to discuss any future goals or developing needs for us to work with you on.\u00a0<\/p>\n

\n\tPlan Your Financial Journey\n\t<\/h2>\n

\n\tWe want to work with you. Let our experienced professionals help you today!\n\t<\/h5>\n\t\n\t\t\t\t\tContact us\n\t<\/a>\n

\n\t\tTechnology\n\t<\/h2>\n\t

Our firm prides itself on the use of cutting edge technology. We have hundreds of families that depend on us to make the right decisions on their behalf. Not only do we utilize technology from an advisor standpoint, we offer our clients access to cutting edge tools to help them monitor their portfolios. Access to technology allows us to offer a superior client service experience.<\/p>\n\t\t\t\t\t\t\t\"Investor360\"\t\t\t\t\t\t\t\n\t