Broker Check

Six Step Process

Mercer Putney Financial Advisors uses a widely accepted Six Step financial planning process:

  1. Discover – First we personally interview you to gain insight into your goals and create an initial road map together with you.

  2. Evaluate – With years of experience under our belt, we appraise your specific set of circumstances, identify needs and provide preliminary recommendations.

  3. Analyze – We then investigate what solutions are available and present you with a completed custom financial plan to help guide you toward achieving your financial goals.

  4. Create – We put together an Investment Policy Statement that reflects risk tolerance, goals and time frames in order to guide future investment decisions.

  5. Implement – Putting the plan into action becomes easy now that we’ve uncovered the significant matters and activities required to gauge our progress.

  6. Monitor – No less than semi-annually, we meet with you to monitor progress as well as stay in communication regularly through newsletters, website, phone or whatever is appropriate.