Our Process
At Provident Financial, we create customizable plans tailored to the individual client. Here is what you can expect when working with us:
Introduction/Opening Appointment:
This is a two-way interview with the simple goal of assessing whether we will work well together. During this time, we hope to discover what wealth means to you. We will also share what is most important to us and how our practice works.
Fact Finding:
In this step, we complete a current financial inventory. This involves gathering financial information as well as discussing and prioritizing your goals.
Present Solutions:
Typically, this occurs during a second meeting. Here we discuss customized solutions to attain your goals, with an emphasis on transparency and educating you on your options.
Implement Plan:
This is where we put your plan into place by establishing your accounts and policies.
Review:
Life happens, plans change. As your goals change, your financial plan should too. We are here every step of the way!