Our ProcessFinancial planning and investment management differ. Investment management is a part of the financial planning process. It is a means to your end—YOUR goals based on YOUR values. It is a means to get you to YOUR vision for your financial future.Investment Management:Creating asset allocation based on risk tolerance and timeline to needing the assets, such as retirement.The only measurement of success is market returns.Our Financial Planning Process:Coaching relationship between the financial planner and client, where they work together to achieve the client’s goals and celebrate when each goal is achieved.Develop client’s financial vision for their future.Create goals based on that vision.Uncover available resources to achieve those goals.Create a money plan. Implement it.Success is measured by % of progress toward each goal.Jim is the lead Certified Financial Planner™ and Investment Advisor here at Mammoth Financial. His role is:Lead you through the values, financial vision, and goal setting processes.Create an actionable money plan with the right strategies to move you toward your goals.Coordinate the services of your tax and legal professionals, if applicable.Act as your coach and first point of contact for you a nd your family.For a more detailed look at our 7-step process and a fictional case study review, check out this blog post.To book an appointment to see if our financial planning process is a fit for you, contact us or book online.