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Step 1

Initial Phone Meeting

Before committing your time or ours, this 15-30 minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn't see a podiatrist if you need heart surgery.

If we aren't a good fit for each other we will introduce you to a firm that may be better suited to your needs.

Step 2

Discovery Process

The goal of this step is to compile an approximate picture of where you are financially at this time, as well as where you hope to be at a specific time in your future. Prescription without evaluation and diagnosis is malpractice.

The objective of this process is to get perfectly clear on your goal, challenges, and unique financial situation.

Your answers to our questions, along with the information we request from you, will guide our analysis, which will result in plain English answers to four critical questions.

Step 3

Our Analysis

This is where the magic happens. We will apply decades of experience, thousands of hours of training, and mentoring by the industry's top experts to answer the following four questions:

  1. Can you afford to retire on your current path?
  2. Can your retirement plan portfolio be improved?
  3. Can you eliminate or at least reduce the threat of running out of money?
  4. What changes need to be made?

The answers result in a financial snapshot that will provide you a clear picture of your current financial situation.

Step 4

Office Meeting

This is where the proverbial rubber meets the road. During this meeting, we will explain, in plain English, exactly what you need to do to achieve your foremost financial goal, including the answers to the four questions we covered during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances.

At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to sleep on it.

Step 5

Sleep on it

Having been in business for more than 25 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like, trust, and respect the team at Masters Financial Group?
  • Is the value provided by your financial plan for pursuing peace worth the cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

Step 6

Meeting to get started - virtual or face-to-face

During this meeting, we will answer any questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting, we will have sent you a detailed explanation of this process and answer all of your questions and concerns. 

While we would love to work with you, if you decide it is not a good fit, we wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.