Our Process

As you work toward financial success and peace of mind, the journey is just as important as the destination. Some might even say it’s more important.

At Sequoia Advisory Group, we approach financial planning with an organic process that emphasizes relationships, trust, transparency, and understanding. Straightforward, goals-based and effective, our process helps take the emotion out of investing. As difficult as this may be, it is essential to helping our clients see their true and complete financial picture.

1. Getting to Know You: Our initial meeting is designed for us to get to know one another. The goal of this first discussion is to establish a relationship that is mutually beneficial, and to learn more about your goals and objectives.
2. Gathering Information: After we have agreed to work together, our team will gather important documents and information from you to review. We take the time to carefully analyze and evaluate your unique situation, prior to giving advice or guidance.
3. Making Recommendations: Our team will meet with you to go over a recommended course of action. During this part of the process, we help you understand every aspect of your plan, address any questions you may have, and clear up areas of confusion.
4. Implementing the Plan: Once we have agreed on a course of action, our team will implement it exactly as discussed.
5. Monitoring and Reviewing:  As we progress in our relationship together, we will continually monitor and review your goals and objectives. As markets change, and your personal situation evolves, we will make changes so that your plan stays on its intended path.

Long-term goals require long-term plans, which is why we believe in building long-lasting relationships with our clients. This not only supports our process, but will help you reach your goals more effectively. We take the time to assess the comfort level of each client, and aim to not under, or over, communicate.