Getting Started with us
Our Proven Five Step Consulting Process
Here’s what you can expect when you become a client of Colgan Capital. We will take you through a step-by-step approach to make sure we truly understand YOU, your goals, your experiences, and any concerns you might have for the future. Then we will analyze your current finances and present you with a customized solution that will put you on the right path to achieving your life goals.
Step 1: LISTEN carefully to your hopes, dreams, fears and concerns
Communication is paramount for any successful relationship. From our first meeting, Colgan Capital will actively listen to your issues and concerns; ask the right questions and gain an understanding of where you’ve been and what type of future you’d like to provide for yourself and your loved ones.
We want to hear about your:
- past experiences
- personal and financial goals
- concerns – what worries you
- financial challenges and opportunities
Step 2. DISCOVER your challenges and opportunities
We perform an in-depth analysis of your personal financial health and current investment portfolio to ensure each is strategically aligned with your goals.
Our discovery process evaluates your:
- specific goals
- personal information
- financial details
- risk tolerance & time horizon
- insurance coverage
- estate plan
Step 3. DELIVER a customized solution to reach your goals
In this step, we will deliver a customized financial plan that will help to guide all future decisions. Additionally we deliver an investment solution designed around your goals, expected returns, timeline, risk tolerance and cash-flow needs.
Step 4. IMPLEMENT your solution
Before implementing any new strategies, we will carefully review current market conditions and tax implications to identify the steps needed to be taken immediately, in the next twelve months and in the future.
Step 5. MONITOR your progress against your goals
This is an area where others may fail to provide our level of client advocacy. We continue to monitor your progress against stated goals to determine whether we should stay the course or make necessary adjustments.
The monitoring process includes:
- Measuring progress towards goals
- Measuring investment performance
- Reevaluating your risk profile
- Maintaining proper asset allocation
- Keeping you informed through regular contact and annual reviews
By diligently following this five step process we can truly deliver a world-class service dedicated to meeting your financial goals. |
