Our Process

Financial 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 Certified Financial Planner™ professional 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.