Our Approach

Our Life Plan Process

As you work with Rogers Financial Group, we’ll adjust our process to suit your needs and timeframe. You may participate in additional meetings with our firm, but in general, this is the basic approach we use when guiding clients on their planning path. Our comprehensive fee-based clients will receive a holistic overview of their finances, while targeted solutions clients will receive guidance and recommendations for just one aspect of their financial plan. As such, comprehensive planning clients participate in additional meetings and analysis.

Phase 1

Step 1Right Fit Meeting 30-45 Mins

Step 2Discovery 90 mins

Step 3Your Current Financial Outlook 90 Mins

Phase 2

Step 4Bringing the Future into Focus 90-120 mins/session

Step 5Giving Life to
the Plan time frame varies

Phase 3

Step 6Monitor & Adjust ongoing

Step 1: Right Fit Meeting

(30-45 mins)

During this time, we will learn more about you, your financial wellbeing and discuss how we may work together moving forward through one of our paths of engagement.

Step 2: Discovery

(90 mins)

At our first meeting, we will be reviewing your current financial picture, as well as, crystallizing your goals and objectives for what you want your ideal life plan to be.

Step 3: Your Current Financial Outlook

(90 mins)

This time together will be spent reviewing your current financial outlook including risk mitigation, investment positioning, retirement income, cash flows, estate and legacy objectives and taxation. Our team will then present an ideal life plan that will align with your goals and objectives. From the ideal plan, you’ll be able to provide real-time feedback regarding which aspects of the plan you’d like to move forward with, revise or remove all together.

Step 4: Bringing the Future into Focus

(90-120 mins/session)

Our specific strategies and plan of action are always customized to your situation. During this phase of the process, we’ll deliver alternative options for your life plan based on feedback from our previous meeting

Step 5: Giving Life to the Plan

(time frame varies)

During this phase, we’ll guide you through the process of executing your new life plan. We’ll work with you through each step to ensure you make the necessary changes and consistently move closer to your goals and objectives.

Step 6: Monitor & Adjust

(ongoing)

Change happens, and that’s one of the beautiful things about life. Your new life plan is designed to grow and change with you, so we’ll periodically review your progress to ensure you’re always on track toward your goals.