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Our Process

A Look Into Our Process

A Look Into Our Process

At Victory Financial Group, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful financial planning. Our team has developed an authentic and holistic approach with a high level of customized service.

We integrate all of your concerns into the problem-solving process. We look at how one decision impacts another and look to offer cutting-edge strategies that other advisors may not be skilled in implementing. This ranges from investment allocation, retirement distribution, tax strategies, insurance planning, and estate planning. Since it is possible that making a decision in one area can have a lasting impact in another area, we make it a point to be thorough in our planning solutions. 

Step One - Listen:

Initially, we will have a listening session with you to begin developing the foundation of our relationship and understand your current situation . We will also take care to address any questions or concerns you may have about working with us. Next, we will organize your finances so that you can see your financial picture more clearly and help you establish the goals that you want to reach in your future.

Step Two - Strategize & Implement:

We will determine the appropriate next steps to take to ensure that you, with the help of our team, are ready to progress with developing your financial plan. We will then methodically develop personalized strategies together, at your comfort level, that will put you on the path to achieving your goals. After the strategies are identified, we will make specific asset and investment recommendations to bring those strategies to life. Once approved, we will work together to put them into action.

Step Three - Monitor:

After the strategies are implemented, we will continuously monitor your progress together through regular meetings to help you stay on track and pivot when life throws you a curveball.

If you feel that our process aligns with what you may be looking for in a financial planning firm, please contact us and we will be happy to answer any questions you may have about our financial planning process.

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