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Our Process

Based on extensive research, we have constructed a powerful assessment methodology that is instrumental in developing a deep understanding of your world. Your “Total Client Profile” is composed of an array of your needs, wants, facts, figures, attitudes, perceptions, goals, concerns, agenda and thought process.

This approach helps uncover latent needs that people don’t even know they have. These usually prove to be quite substantial, so failing to identify them regularly results in subpar wealth plans with poor results. The multitude of strategies and financial products are ineffectual if they don’t help you achieve your goals. As part of being attentive to the “human element” we are able to clearly explain what is being recommended and how the solutions will potentially give you the desired results.

By developing this personalized “Total Client Profile” and by “Stress Testing” your existing plan we are also able to reveal whether your plan is working how you intended it to or if there are gaps, red flags, or missed opportunities. Next, we strategically leverage our private wealth professional network to identify the appropriate experts, providing you an even more thorough evaluation of your current course of action and help deliver strategies coordinated amongst all the moving parts of your life.

We approach each new engagement with a time-tested, 5-step collaborative process that strives to uncover and help to address all client concerns and needs.

This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help pursue them.

Discovery Meeting

At our initial meeting, we will conduct a discovery interview. Together we will create a clear picture of your desires, goals, and what keeps you up at night so that we can determine the appropriate road map from where you are to where you want to be.
Comprehensive Assessment Meeting

At this meeting, our team will analyze how your current wealth management strategy aligns with our findings from the discovery meeting. We search for "red flags" that leave you exposed to unnecessary risk, and seek out missed opportunities that could help you reach your goals.
Investment Strategy Meeting

Together we will go over the results of your analysis and give you your personalized strategic road map with our recommendations for how we would address your "red flags". After, strategies are then put into place aiming to rectify and take avantage of the missed opportunities and gaps we discovered in your plan.
Implementation Meeting

Once you have your road map and recommendations, it's yours to do whatever you want with. There is zero obligation. If you decide you would like to trust the Talbot Financial team to handle the implementation, we are happy to serve you. We will collaborate on the implementation strategy and time line to make the process seamless for you.
Progress Meetings

"Life is in a constant state of flux." These meetings provide us an opportunity to review any major changes in your personal or financial situation, and review your overall progress toward your long-term financial goals. We are here to provide you guidance, counsel, and advice to help address new challenges and re-align your plan with your goals when the landscape in your life shifts.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.