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Individual/Family Game Plan

Plan Today For a Winning Tommorrow

At Spencer Financial, we understand that each individual faces unique challenges as they build wealth and plan for their future.  This is why our process is tailored to each client’s unique goals and plans for the future. Additionally, we proactively serve our clients through a unique team approach, providing top tier service to you.

Preseason

During Preseason, we learn about your dreams and goals. During this time, your advisor team will explain our process for investment, retirement, estate, education, and/or risk management planning. We gather information necessary to develop a personalized Game Plan to meet your specific aspirations.

First Quarter

At First Quarter, we work together through your personalized Game Plan developed by your financial advisor team. During this conversation, portfolio construction occurs, including status of your current portfolio and recommendations for the future. Additionally, we walk you through any inquiries and applications deemed beneficial for risk management purposes.

Second Quarter

Documentation and paperwork is completed during Second Quarter. Depending on your preferences, this step can be completed in person, electronically, or by mail.

Third Quarter

After new investments and/or policies are finalized, a Third Quarter meeting can be held to review implementation of the Game Plan. Additionally, we answer any outstanding questions you may have and build our working relationship.

Fourth Quarter

As your dedicated financial advisor team, we meet at least annually to review account performance and discuss any modifications to investments or insurance policies. We cherish our long-term clients and enjoy working together to achieve your dreams.