Our Process How we work with you.

Financial markets are volatile by nature. It's important to remember that volatility itself is often driven by unplanned, panic decisions. But that has never been a good strategy for long-term advancement. Now, more than ever, we believe the fundamentals of a reliable future are:

  • Know your long-term goals
  • Thoroughly plan to achieve them
  • Resolutely execute

These basics form the foundation of how we work with you. Here's what you can expect:

Our First Consultation
This initial meeting is a 1-2 hour, complimentary, no pressure exchange of information - a chance for both of us to ask questions. We'd like to know about you. What your wants and objectives are. What quality of life are you seeking.

Data & Fact Finding
After understanding your goals, we move forward by assessing your resources. Where do you really stand? What possibilities exist? Our thorough approach to financial document and asset review typically takes 1-2 weeks. A financial planning agreement is signed, your retainer is paid and we are officially partners on the path to the life you choose. This is the beginning of your Life Plan.

Plan Development & Presentation
With an eye on the whole picture, we outline investment, estate, tax planning and insurance strategies that are important to creating a reliable future, or an improved present. We develop an action plan and timeline to help you set your priorities.

Plan Implementation
Investing in sound, diversified securities with properly allocated risks and appropriate payout periods is only part of what we do. No plan has any value without proper execution. After we've agreed upon our course of action, you will find us "pleasantly persistent" in following up with your plan.

Plan Assessment
We continually monitor your plan's performance in all areas. Are we still on track? Is this plan sustainable over time? All elements are reviewed. You'll find that we keep a weather eye on the horizon for coming storms, in case we need to adjust your course - before the storm arrives. At Jackson/Roskelley we’ve developed a process called flexible planning designed to guide clients through various phases of life and market cycles.

Let us help you reach your financial goals. Call JRWA today at 480.609.1055.

Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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