Our Process

At the AlfaOmega Financial Group we believe that the best way for all our clients to achieve financial security is to follow a disciplined process.  This process involves first and foremost helping you identify your goals and concerns, and then implementing appropriate financial strategies that are in line with all your financial needs.

Step 1: Discover

Ultimately, we want to know how we can help you. During this step, our associates will get to know your current financial situation, future goals, and concerns. The more we know what is important to you, the better we can help you.

Step 2: Evaluate

Using what we have gathered, our associates will evaluate your current portfolio, goals, and concerns to provide you with a personal financial plan. We work together to ensure that you feel confident that your short and long term needs are being met with our products and services.

Step 3: Maintain and Periodic Review

Planning is a lifelong journey, and we want to make sure you are prepared for the future. As you move forward with your planning, we want to maintain our relationship and continue supporting your future financial goals.