Our Holistic Process

We provide an interactive experience for our clients. They appreciate that we save them time, money, and make them feel safe in our easy and fun process. Clients have peace of mind and less stress knowing their financial future is in the hands of the Allen Financial Group. Everyone is different and we may amend our approach to suit a specific client, but in general we use the following process to help those we’re privileged to serve.

Step 1: Review

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Step 2: Analyze

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Step 3: Develop

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Step 4: Implement

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Step 5: Monitor

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Click on the squares to learn more about each step of our holistic planning process

Step 1: Review

Every family's financial situation is unique. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you.

Step 2: Analyze

We will work with you to help identify and prioritize your objectives and goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once. By breaking down your goals to specific objectives, we help you focus on what is most relevant.

Step 3: Develop

Based on our conversation, with a complete understanding of your intentions, we will recommend the steps that it will take to achieve your goals.

Step 4: Implement

The Allen Financial Group motivates you to act. Plans mean nothing unless they are executed. In implementing your strategy, we work closely with you and coordinate with your third party professionals. Having your legal, tax, and other advisors involved can help ensure your plans overall success.

Step 5: Monitor

Strategies need to be adjusted periodically as your life and economy change. We will continue to work with you over the years, modifying your plan along the way, as your needs and situation change over time.