Process & Experience
At Coastal Financial, we understand that finding the right financial solution for your personal or business needs is a complex process. That's why our experienced advisors take a personalized, needs-based approach to create a comprehensive financial plan tailored to your unique situation. Our six-step process includes listening, analyzing, recommending, implementing, and reviewing your complete financial picture, so that you can achieve your goals and remain on track as your life changes.
Listen
First we conduct a thorough assessment of your current situation. We take you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams. We then analyze your complete financial picture.
Analyze
We then analyze your investment and risk management portfolios and any other existing planning you may have in place to identify gaps that may exist.
Recommend
Working closely with both you and our team, we design a comprehensive financial plan that aims to meet your unique goals, concerns, and dreams in an efficient and effective manner.
Implement
We share our recommendations with you and the rationale behind any potential strategies from a holistic perspective. Together we’ll work through your plan, answer any questions you have, and implement strategies we’ve identified to help you reach your goals.
Review
Because your financial situation is bound to change, we work with you over time through periodic reviews where we will revisit your goals, discuss any personal life changes, and make adjustments to continue reaching your goals.
Ongoing Planning
We'll keep a close eye on your progress towards reaching your full financial potential and make necessary tactical adjustments to ensure that you stay on track. Our goal is to help you maximize your financial growth and make the most out of your resources.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Our Financial Planning Experience
Our Technology
We consolidate all our client’s holdings, accounts, and insurance on one digital platform available anytime, anywhere—and from any device. Investor360° is a unique, holistic experience that allows us to manage your complete financial picture together. Click the video below to learn more.
