Our Process
Our Process
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.