Our Process

Home / Our Process

STEP 1

Call us for appointment

STEP 2

Introductory Meeting

Objective:  Meet advisor, share concerns & goals, know fee/commission structure, and learn about PAX’s Financial Planning Philosophy (estimated time:  1.5 hours)

Post Intro Research:  The client gathers missing information.  The advisor researches current insurance, investments and benefits.

STEP 3

Presentation Meeting

Objective:  Develop with your advisor a financial analysis for retirement/college/insurance.  Evaluate and compare investment alternatives. (estimated time:  1.5 hours)

STEP 4

Implementation Meeting

Objective:  Meet with PAX Client Service Team to establish new accounts and/or transfer investments. (estimated time 1 hour) If time is of concern, this step may be done electronically.

Monitor

After accounts are established the advisor will monitor the investments.  The degree of oversight depends on the type of engagement. (varies)

Review

You will get an annual phone call or email.  You have the choice to request a person to person review or to discuss over the phone (estimated time 45 minutes)

Total time needed to complete steps 1-4 should encompass no more than three weeks.

Net Worth Planning

PAX Financial Group’s Net Worth Planning Process

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