Planning & Process

At Drake Financial Group, we take the time to understand your individual circumstances and personal goals - then we work with you to determine the method of investing most appropriate to help you meet your goals.

Client-Focused Planning Process

This process has been developed to focus on key beliefs to help clients develop and implement an investment plan. By following this process, together we can:

Evaluate the level of risk in your current program
Determine whether any changes could help improve your financial situation
Implement changes as needed
Help keep you on track to reach your financial goals

Step 1 – Discovery

This step involves learning about you. Understanding who you are, what is important to you, then identifying and priortizing your goals.

Step 2 – Analysis and Development

Here, we analyze the information gathered in Step 1. We have access to tools and resources that enable us to run a variety of allocation and investment scenarios providing you with a deeper understanding of your finances and possible future outcomes.

Step 3 – Decision-making and Implementation

Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will identify an investment strategy that aligns with your objectives and risk tolerance.

Step 4 – Staying on Track

Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.

Focused on Your Lifecycle Needs

At Drake Financial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives. We have the tools to assist you throughout each stage of your “investing lifecycle.”

At Drake Financial Group, we choose from carefully selected solutions to help you meet the needs of your investment plan as you move through the investing lifecycle.

By working with your advisor, you will be able to identify the investment options that most align with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and to accommodate changing needs.

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Simplicity

At Drake Financial Group, we believe that simplicity and ease of review of assets is important in helping you track your progress.

We make it simple for you to monitor, manage, and make changes to your account when necessary.

Performance reports provide concise information about your investments. These reports give you and your advisor the opportunity to review your account holdings and determine whether your investments continue to reflect your needs.

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We Want To Hear From You

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