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