Our Six Step WEALTH AWAKING PROCESS
Our experience and wisdom has taught us that our process makes a significant difference for our clients. Over the years, clients who have embraced this approach have had more intentional success.
Mercator Financial has been helping young families, empty-nesters, business owners, farmers and professionals since 1999. We enjoy working with our clients and having the opportunity to improve their financial lives. We highly recommend our Wealth Planning Process however, if you are unable to commit to comprehensive planning, we can still serve you well. We invite you to explore the two ways you can engage our professional team of financial advisors.
STEP 1: share the Mercator Financial experience and our passion
Establishing and defining the client-advisor relationship
We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.
STEP 2: "what's important" discovery
Gathering client data and determining goals and expectations
We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice. We ask the hard questions to determine what matters most to you.
STEP 3: Financial Discovery
Analyzing and evaluating the client's financial status
We analyze the information to assess your current situation and opportunities to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
STEP 4: Awakening
Presenting your customized strategy to AWAKEN your wealth
We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.
STEP 5: Wealth Journey
Implementing the financial strategy recommendations
We work with you to agree upon how each recommendation should be carried out. Together, we will launch your plan...directed action yields positive results!
STEP 6: Reflection
Monitoring the financial strategy recommendations
As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation. We will work together to sustain your financial strategy and goals to keep you on course.