Working With Us
Our Services
TFG’s Three Step Process
1. Financial Planning
We begin with a human touch—taking the time to understand you, your hopes, dreams, and goals. Together, we create a clear, simple model of your financial situation, allowing us to prioritize what’s most important. Over 3-5 meetings, we chart your path forward, explore financial topics, and address challenges.
As we progress, we may involve additional experts—attorneys, accountants, student loan specialists, mortgage brokers, or insurance advisors—and coordinate their expertise to craft a comprehensive plan.
2. Investment Management
With a deep understanding of your current situation, and having addressed any problems, we are ready to get your accounts set up and working for you. We will talk over your investing goals and concerns, and how we’ll respond to life events and market downturns.
Just like a any destination has different pathways leading to it, we have various investment choices we can follow, depending on your needs and desires. From socially responsible portfolios to income-oriented solutions, we can help you find the right approach that feels comfortable, practical and aligns with your values and objectives.
3. Staying on Course
Once your portfolio is established, our advisory team continues watching the various components of your financial plan, ensuring we stay on track. Our planning system keeps your goals and plan up-to-date, making it easy to re-evaluate and respond to any necessary short-term change.
We also provide guidance and support during market fluxuations or major life events. We work together to manage tough decisions sensibly so that your long-term future is secure.
When everything is set up and working well, we typically meet about 2 times a year for any updates and portfolio reviews.