Our Process
Our Process
At Tomaro Financial Group, we see you, your life and the way you should plan and invest from a unique perspective. Where you want to go in life and managing the risks that can hamper your progress is what really matters. Here are the five steps we'll take to get you there:
Discover
- Tell us about you
- What are your goals?
- What are your concerns?
- What is your current financial situation?
Assessment
- Review of important financial documents
- Review investments and whether they meet your needs
- Review "Red Light" areas such as tax scenarios, large loss exposure, and will and trust gaps
Plan & Present
- Create an investment portfolio that meets needs and objectives
- Review risk management strategies and review alternatives
- Address any other needs such as education planning or retirement accounts
- Present finding to client and get feedback
Implementation
- Transition assets to selected plans
- Establish insurance policies if necessary
- Set-up iWealth website for our clients and aggregate financial information
- Follow-up with client during implementation and once complete
Monitoring & Reporting
- Monitor investment performance
- Conduct periodic evaluations to review plan
- Ongoing communication and availability