What to Expect
Our team here at 2M Financial Group understands the need to balance realistic budgets with financial expectations and goals, because we have families too. We also understand that everyone’s situation is different, and we will work closely with you through the often overwhelming process of creating a customized insurance financial blueprint, designed specifically to help you. Our commitment is to always provide you with unbiased advice and unparalleled service, coupled with a personal touch. Here’s the process you can expect from us:
1. Sit down and get to know each other.
Every family’s financial situation is unique. That's why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. At the same time you’ll get to know us, how we work, and you can see if we're a good fit.
2. Analyze and review your needs.
We will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals: they “fail to plan.” By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
3. Develop and implement a strategy to help you achieve your goals.
Based on our conversation and analysis, we can recommend some insurance and financial products that can help you achieve your financial goals. We do the research and analysis so you don’t have to.
4. Coordinate your financial activities.
If you would like, we can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors. We also know experts in those fields, if you’re looking for a knowledgeable, friendly person to assist you.
5. Monitor your progress.
We will commit ourselves to not be that “guy that sold you something a while back,” but rather someone who continuously maintains an open dialogue and provides ongoing service as your needs and situation change over time. Planning is not “one and done.” Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep you up to date as you adjust your needs and wants.
