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Our Process
Our Comprehensive Financial Planning Process
1
Getting Started
To begin this journey together, we offer you a two hour complimentary consultation. This provides both of us the opportunity to determine if we are a “match” for working together. We want you to be comfortable with the process; therefore, you set the pace.
Our objective is to build strong, lasting client-counselor relationships.
2
Discovery
Just like your medical doctor, we also make a thorough examination of your “financial health” prior to providing a prescription. Prescriptions in our business represent solutions to problems uncovered during your financial exam. Just as you would expect your doctor to make proper discovery through a detailed examination, you can expect our advisors to approach your planning with similar detailed fact gathering.
Our objective is to build strong, lasting client-counselor relationships.
3
Getting Started
At the conclusion of our complimentary fact-gathering sessions, we will recap what we grasp to be your life goals and what you hope to get out of the planning process. We will then present our fee schedule for the financial plan development.
4
Analysis
After gathering details during your “financial check up,” we analyze the data using the latest technology along with our years of education and experience. A Financial Plan is then generated addressing up to ten areas of financial concerns.
5
Recommendations
Having completed the in-depth analysis, we then present our findings which are unique to you. We also tailor solutions to help meet your goals. As investment advisors, our loyalties are to you, our valued client.
6
Reviews
We expect, at a minimum, to meet with you annually for a review and any course corrections as we proceed. We will continue to guide you towards your ultimate destination.
Our objective is to build strong, lasting client-counselor relationships.
Contact Us
Need to speak with one of our advisors or schedule your complimentary initial consultation?
Securities offered through The O.N. Equity Sales Company
Member FINRA / SIPC, One Financial Way Cincinnati, Ohio 45242 (877) 663-7267.
Investment Advisory services offered through O.N. Investment Management Company.
Members of the firm are licensed to offer insurance and other financial products in AR, CO, FL, GA, IL, KY, PA, TN, VA, WA and WV.
Office Locations
1810 Hwy 394,
Blountville, TN 37617
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