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Our Process

We all know the saying, Its not about the destination, its about the journey.At Aegis Financial Partners, we believe you can enjoy both. While growing your wealth in pursuit of your ultimate goals, we are driven to maximize the return on your lifes journey. Working together, we can define your destination and design prudent strategies to help get you there.

We affirm our client commitment through our rigorous and time-honored approach to planning. As conferred by the CFP® Board of Standards, our process goes as follows:


Establishing Direction: Successful planning starts with trust. We dedicate our initial meeting to learning about you. What is important to you? What do you want to accomplish? What vision do you have for your family? What are your expectations of us?

Discovery and Data Gathering: Armed with a thorough understanding of who you are and what you value most, we perform a holistic audit of your financial situation: what you own, what you owe, what you earn and spend, how your assets are titled, and what financial strategies you currently have implemented.

Develop and Present Our Plan Recommendations: The “plan” will be crafted to your unique profile. Throughout our process, we are committed to enhancing your understanding of the strategies/alternatives we recommend. Each of our recommendations is dependent upon your review and approval.

Implementation of Recommendations: While implementing the recommendations you have chosen, we will coordinate and work with the other members of your team, including legal, accounting, and trust professionals. We will be persistent in our efforts to ensure your future success.

Implementing Your Plan to Action: Life changes, and unforeseen events happen. Our comprehensive financial life plans are designed to adapt to the unexpected. Through ongoing meetings and periodic plan updates, we will stay vigilant and work with you to ensure you achieve all of your goals and objectives.

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