Investment Planning Process

The customized program that Swan Street Financial can provide helps you live the one life you have the best way you can.  The process we follow in completing a comprehensive investment plan consists of four basic steps.

  1. Gathering data and analyzing your current situation to develop a clear and accurate understanding of your major life goals, time horizon, risk profile, and financial strengths and weaknesses.
  2. Designing a financial strategy action plan to include the full range of needs you have now, as well as the needs you may have in the future.
  3. Implementing the investment plan recommendations.
  4. Periodically reviewing your strategy, consulting with you to make appropriate adjustments and assisting you in keeping your plan on track.