Focused Financial Group, LLC
Our Process
Our process is a five-step financial planning cycle: set goals, gather data, build the plan, implement it, and review it on a schedule that fits your life. The first meeting is a conversation, not a sales presentation, and there is no obligation.
What happens at the first meeting?
We talk about what you want your money to do, what you have in place today and what is worrying you. It usually takes about an hour, at our office at One Overton Park in Atlanta or by video. It helps to bring recent statements for your investment and retirement accounts, your insurance policies, and a rough picture of income and expenses, but we can start without them.
Step 1: Imagine and discover (set goals)
Before creating a financial plan, you need to understand your goals. Setting short-term, mid-term and long-term financial goals is an important step toward becoming financially secure, because you need to know what you want to accomplish before you can begin saving or investing.
Step 2: Gather data
The data-gathering process collects the background information needed to prepare a complete financial plan. Although you may already know this information, having it written down lets you see the full picture before making decisions.
Step 3: Build the plan
Once your goals are identified and prioritized, we prepare a written financial plan with our recommendations and the reasoning behind them, so you can make an informed decision.
Step 4: Implement strategies
We implement strategies based on your priorities first. Implementation is an ongoing process that can take place over a number of years.
Step 5: Monitor and review
Plans evolve and change just like life. Review meetings identify changes in your circumstances or objectives that call for changes to the plan. Depending on your needs, reviews may be quarterly, semi-annual or annual.
How are you paid?
Depending on the services and products involved, our advisors may be compensated through commissions, through fees, or both. Our Principal Securities Form CRS (Customer Relationship Summary), linked at the bottom of every page, explains the relationship, services and fees. We will walk through it with you before you decide to work with us.
Who will I work with?
You work directly with one of our financial advisors, supported by our office team. Meet the team on the Our Team page.
Contact us to get started
Call 770-250-7588 or use the Contact Us page to schedule your first conversation.