Financial Planner Iowa
We Build
Long-Term Relationships
At Central Financial Group, our clients are family, which is why we take the time to sit down and get to know you and your families needs. It is our goal to create an atmosphere where you feel seen and heard on a personal level. With this level of comfort, we can build a strong and trusted relationship that will last for years to come.
Our Process
What YOU can Expect
1.
Getting to know YOU
The key to this step in the process is getting to know you. We prefer to sit down in person with you and learn more about you, your family, and your goals. From here, we can prioritize your needs and objectives. This conversation will allow us to create a strong understanding of where you are today and where you would like to be tomorrow.
3.
Put Your Plan into Action
We have laid out your personalized plan and how we will go about reaching your financial goals. Now is the time to put this plan into action and start implementing the step by step process necessary to achieve your goals.
2.
Analyze and Plan
Now that we have a strong understanding of you and your ambitions, we can dive into the details and create a plan to put you on track to reach your goals. We will review and analyze your financial information and from there put together a personalized plan that is right for you. Together, we will review the plan and make sure it is easy to understand and implement.
4.
Monitor and Review
This is a vital step throughout your financial process because we understand things change over time, and it is key to accommodate these changes. We will monitor and make necessary changes periodically to your plan. By being proactive and meeting regularly to discuss your accounts, we can properly prepare you for a successful financial future.
What We Do:
Your Goals. Your Plan.
