Our Process

At Summit Financial Advisors, we have a clear and well-defined process to help you pursue your financial goals. This time-tested process helps our advisors get to know you, your dreams and your desires to produce a customized trail map toward reaching your goals. Our ability to build trust and long-lasting relationships with our clients is the cornerstone of Summit. By using a team-based approach, we are able to offer our clients expertise in all areas of financial planning. Our experienced advisors and trained staff are ready to show you the way!

Discover

• Identify your personal and financial goals, values, dreams, special concerns or challenges.

• Obtain your quantitative information and documents.

Strategize

• We analyze and learn your financial picture in it's entirety.

• Hold an in-person meeting to present our findings and begin to build customized recommendations.

Recommend

• We present comprehensive recommendations designed to address your goals and help protect you along the way.

Implement

• We develop a strategy that seeks to accomplish our recommendations.

• Implement recommendations along the way.

Monitor

• Provide on-going monitoring to ensure implemented recommendations are working toward achieving your goals.

*No strategy assures or guarantees against loss.