Why We Do This
At The Petricic & Phillips Financial Group, our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. We understand that as financial offerings become more commoditized, relationships become the only differentiator. We strive to understand what life experiences have shaped who you are so we can help map out where you are going.
How We Do This
Individual investments and the markets fluctuate over time. As professionals, it is our job to provide you with the full array of resources that work for your needs so you can make informed financial decisions. This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions. Each step involves interaction between our team, the client, and outside professionals if needed.
This process is a dynamic, team-based endeavor. To be most effective, it should include the client, relevant family members, our team, and outside professionals where appropriate.
Step 1: Discovery
We use a variety of tools, including questionnaires and interviews, to understand your personal goals, current financial situations, investment experience and risk tolerance. In the discovery step, we make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help meet your objectives.
Step 2: Design
Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. The design step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps needed to implement your plan.
Step 3: Implement
In the implementation step, we execute your customized strategy using the extensive tools available to us through Woodbury Financial Services. This involves the selection of specific account types, investment products, and optional services, followed by the completion of all necessary paperwork in a coordinated approach.
Step 4: Manage
Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.
What We Offer
Please view our service menu to see all that we offer.
Our process is a dynamic, team-based endeavor. To be most effective, it should include the client, relevant family members, our team, and outside professionals where appropriate.