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Our Process

Let’s Start Building Together

Regardless of your circumstance, no one has perfect finances and that is ok. At Arch Advisory Group we see ourselves as the architects of your financial future. We want your financial future to handle the pressures of the unexpected, continue supporting you through pressing times, endure after you are gone, and leave your family with a lasting legacy.

It is easy to put off a financial conversation, maybe for one or all of the following reasons:

  • Embarrassed or discouraged by your current financial picture
  • Previously received bad advice
  • Making the time to get organized
  • Still looking for someone you can trust

Financial secrets or unknowns can be damaging to your health and relationships, and most people have at least one. Have faith and confidence that with Arch Advisory Group there are skilled advisors on your side. We are here to help you through each step of the process, organize your financial goals, and helping you to have fun along the way! Take a look at our 5 step process:

  1. Creating a Vision: Our first meeting is an opportunity to get to know you better and to gain an accurate understanding of your financial vision for the future.
  2. Gathering Materials: To create a comprehensive financial plan we need to look at each aspect of your financial picture. Organizing all of your financials will help us to clearly illustrate gaps in your current financial plan, and areas for improvement.
  3. Construct A Blueprint: With assistance from our in-house CERTIFIED FINANCIAL PLANNERS™ and eMoney software, we will provide you with a personalized tangible “blue print.”
  4. Building your Financial Arch: It is implementation time! Blueprints and plans are just theory until we begin to build. We will implement your blue print and build you a customized structure (your financial arch), that will protect your family or business and help you prepare for the future.
  5. Review & Update: As you age, your needs may change. That is why we enjoy our times to review and re-evaluate to help guide you through life’s triumphs and challenges.