Personalized financial plans through a structured process.
At Compton Financial Group, we’re committed to providing personalized financial plans to each of our clients. We offer plan implementation and asset management services as Investment Adviser Representatives of Commonwealth Financial Network, a registered investment adviser. By customizing the guidance and services we provide, we believe that we can improve your chances of success, and help you get to your financial goals even faster. Our structured process allows us to better understand your needs, so we can adapt our services to meet them. Here’s what you can expect when working with our team of financial planners.
Onboarding
Introduction
Discovery
Data Gathering
Proposal
Implementation
Ongoing Care
Step 1: Introductory Call
We’ll speak with you over the phone for ten to twenty minutes so we can learn more about you, set expectations moving forward, and provide you with the prep packet for our first face-to-face meeting. We’ll also schedule the next phase of our process.
onboarding
Step 2: Discovery Meeting
You’ll sit down with one of our CFP® professionals and discuss your individual needs in greater detail, and how our services might be able to help. This is a low-pressure, no-obligation meeting. Afterwards, you can decide whether or not to proceed with our financial planning services.
onboarding
Step 3: Data Gathering
If you decide to move forward, we’ll gather as much data from you as we can regarding your finances, short- and long-term goals, risk tolerance, and other important details that will help us to create your customized financial plan.
onboarding
Step 4: Planning Meeting
We’ll meet with you again to go over the plan we’ve developed for you, as well as any recommendations that will help fulfill that plan. We take the time to explain recommendations in clear, easy-to-understand terms so you can be an active participant in finalizing your plan. Your customized financial plan will serve as a roadmap toward your goals.
onboarding
Step 5: Implementation Meeting
Once you’ve signed off on your financial plan, we’ll begin to implement your customized financial strategy. This may include purchasing investments, opening accounts, and other actions to get you on track to your goals.
onboarding
Step 6: 90-Day Check-In Meeting
After your plan has been in motion for 90 days, we’ll have another meeting with you to discuss your progress. This is an important step to have once the dust settles after implementing your plan, and allows you to see how our recommendations are working for you.
Ongoing Care
Step 7: Ongoing Reviews
So long as you continue to work with Compton Financial Group, we’ll continue to monitor and adjust your investments and strategies as needed, and meet with you on an annual or semi-annual basis to go over your plan’s performance.
Ongoing Care