Our Process

The financial planning process allows you to take a big picture look at where you currently stand and provide a plan for the journey ahead to help ensure your financial goals are achieved in an efficient manner. The steps to developing your financial plan are:

Step 1: Consultation

First, we ll simply get to know you, your financial situation, and your needs. With our extensive experience, knowledge, and dedication, you can be assured that we will understand your goals, and translate them into customized solutions.

Step 2: Analysis & Recommendations

We will take your input and conduct a thorough analysis of your current financial world. In order to offer you truly comprehensive service, we may leverage professionals who specialize in the areas of law & accounting. This allows us to make specific recommendations meaningful to you.

Step 3: Solutions & Plan Implementation

We understand that each person is unique, and therefore face distinct challenges.  Your customized financial strategy will address the challenges that are most important to the success of your financial future.

Step 4: Monitor & Review

Our relationship does not end with the implementation of your financial plan and strategy. We will meet with you on a regular basis to monitor your evolving needs and goals in light of changes in your objectives, the investment markets, tax laws, etc. We will recommend changes as appropriate. We pride ourselves on this commitment, and look forward to strengthening our relationship with you over time.


Signator Investors, Inc. provides fee based advisory accounts and fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.