Our Process

1) Introductory Questionnaire

Access questionnaire by clicking the link below 

Get Started

2) Discovery Meeting

Items discussed during this meeting:

About You

  • Background
  • Goals/Objectives
  • Review Questionnaire
  • Risk Profile/Investment Experience

About Us

  • Our History
  • Our Approach
  • Our Tools
  • Our Process 

If we do not proceed past the discovery meeting, FSG will provide a  complimentary meeting summary, including takeaway recommendations, if requested

3) Recommendations + Plan Review

Investment and/or insurance recommendations will be made based on one of the following:

1) Goals Based Plan 


2) Advanced Plan 

  • FSG engagement letter, privacy policy and electronic consent to be signed at the outset of this step.

4) Implementation

Financial account opening/transfer (if applicable)

Insurance application/agent transfer (if applicable)

Delivery Report (1-10 binder)

5) Service + Management

Next steps outlined based on your plan/goals

Goal Check-in

On-going customer service

6) Review + Adjust

Regular Client Reviews - per FSG Service and Management Guidelines