Let’s talk about your financial journey.
Where you’ve been and where you’re going, your motivations and goals.
Step 1: Let’s Chat!
Let’s find out if our process aligns with your goals.
You wouldn’t start a road trip with someone you don’t know, let’s get to know each-other. Meet with us for a short visit to share what you are looking for, hear about our services, and find out if we’ll be good traveling companions.
Step 2: Discovery
The Discovery Process helps us to chart your course.
We love stories. We want to hear yours. At Solomon Financial discovery is not just about your numbers. As your navigators we’re going to need to know where you have been so that we can help you get to your destination.
Step 3: Consultation
It’s time to map the next leg of your journey.
Choose from a tailored list of financial strategies all leading to your chosen destination. With your goals as our guide; our team has plotted several routes all leading to your goals. You’re in the drivers seat. You choose the route!
Step 4: Action
Solomon Financial has the map, you have the wheel.
Let’s hit the road; Our team skillfully navigates your chosen route, a route that’s been plotted in consideration of your particular goals, your priorities, your strategies. Your GPS. We’re taking this journey together.
Stop wondering if you are headed in the right direction and start following your own custom G.P.S.
Your Goals, Priorities, and Strategies.
Whether you are looking to improve your current situation, recover from previous wrong turns or plan out the road ahead, your Solomon team is ready for the trip.
We will help you gain clarity around your finances by getting to know where you have come from, where you are now and where you want to be. Everyone’s financial destination is different and it is vital your navigators know where you want to be before they can help point you in the right direction.
We know the road can be rough and there are plenty of unexpected obstacles around the bend. Our Advisors will be ready to redirect as things come up, and encourage you as you go. Our proven process ensures you and those you love all make it to your destination.