Our Process

We take a comprehensive approach to wealth management, helping to ensure all aspects of your finances are carefully analyzed, organized, and managed to align with your individual needs and goals.

At French Financial we believe financial decisions must be made from a holistic perspective. That’s why planning is a core part of our process—not an add-on or fee-based service. From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future based on understanding your needs, goals, risk tolerance and lifestyle preferences.

Getting to Know You
In the discovery phase of our planning process we help you identify key goals and objectives on your path to success. We work with you to complete a comprehensive investor profile that documents short-, intermediate- and long-term goals, current income needs, risk tolerance and other factors that will help define your unique path.

Assessing Your Needs
We gather and analyze your financial statements and evaluate current strategies to determine if they are aligned with your goals and objectives. We proactively identify financial challenges and potential opportunities and model various recommendations and scenarios so you can visualize potential outcomes and make more confident decisions.

Preparing Your Plan
Utilizing insight from our team of experienced advisors and objective third-party research, we develop a personalized financial analysis and recommendations based on fundamental principles of strategic asset allocation and diversification, as well as strategic tax and risk management considerations.

Implementing Your Strategy
Implementation begins with ensuring the proper allocation of your assets and investments in financial products that are well suited to your risk tolerance and needs. We thoroughly assess and discuss the pros and cons of each recommendation with you, as well as exit strategies, should your needs change. We help you choose those that best suit your needs and put you on a comfortable course to pursuing your unique vision.

Monitoring Your Progress
As experienced financial advisors we understand that life seldom follows a straight path toward your goals. Financial markets and the economy are in constant flux and your personal, professional and family circumstances are subject to change over time. We maintain consistent communication with you as we carefully observe your portfolio and make adjustments, as needed.