Our Investment Process

Four Steps to Financial Preparedness

Exactly what happens when you sit down with a Financial Strategies Institute partner?

What is the process to get from where you are, to where you want to be?

FSI uses a step-by-step method designed to provide clear answers and practical recommendations tailored to your needs.

Step #1 - We listen to you. It is important that we know how you envision your retirement. We need to know what is most important in your life. What are your plans and dreams? Next we'll find out as much as we can about your current financial situation and what resources you have to help you accomplish your goals. This is also your opportunity to review the principles you learned at the seminar, ask questions, and find out how you will benefit from the FSI advantage. A mutual evaluation occurs - you decide if you would like to work with us, and we determine if we can help you. Step #2 - We design your plan. Your plan is your strategy for achieving your retirement goals. It will start with your asset allocation - finding the right mix of investments to help achieve your objectives. This has been shown for decades to be the most important variable in determining the rate of return from your investment portfolio. Specific recommendations will then be made that fit your asset allocation. FSI has studied the methods of some of the most highly regarded financial minds in the investment business. We have distilled their expertise down to specific strategies that we can then help you implement, such as special investment techniques, outstanding fund managers, or risk-reduction methods. Step #3 - We help you implement your plan. It's not enough to have a plan - you have to take action. We don't expect you to do that on your own. We work with you through the entire process. We help set up your retirement plan rollovers as direct trustee-to-trustee transfers, coordinate your planning with legal and tax professionals, and ensure insurances are appropriate and sufficient. We help you carry out each phase of the plan implementation to help increase your growth potential and reduce your risk. We will make the process as efficient and painless as possible, keeping you involved every step of the way. Step #4 - We periodically review everything. After your plan is in place, we meet from time to time to evaluate the progress of your plan. Meetings can be initiated by either of us at any time, but never less than once a year. We discuss changes in your circumstances or in the market. We make necessary adjustments when needed. We continually look for new opportunities that may provide benefits, and alert you to them. Between meetings, you will have access to an individualized secure website where you can view your entire financial statement on a single page. It is very empowering to know that you are in control of your financial future. You have a good plan. It's been implemented. It's working. Imagine how you could feel... confident about your future... secure about your retirement... happy about the legacy you have created for those you love. You owe it to yourself and your family to make the most of what you've worked hard for. You are invited to contact us at 801-316-4100 or info@FSIplanners.com to ask questions or to set a time to get started on your life-changing process.