Member Experience

Kirtland Financial Services follows a continuous six-step process to help you develop a comprehensive wealth management plan and investment strategy.

1
Identify and Prioritize Goals
We help you identify and prioritize your personal and financial goals.
2
Data and Information Gathering
We discuss your current financial situation, determine your risk tolerance, and gather all applicable records and documents.
3
Data and Information Analysis
A comprehensive, individualized analysis will be prepared and evaluated for you, using state of the art software.
4
Develop and Present Recommendations
A customized plan with personalized recommendations and strategies is developed, presented and given to you. This step-by-step plan will help provide guidance toward meeting your financial goals and objectives.
5
Implement Recommendations
This is the key step to ensure you are on track towards meeting your financial goals and objectives. We work closely with you to make sure your recommendations are implemented as smoothly as possible. This includes coordination with other professionals such as accountants, real estate agents or attorneys as required.
6
Monitor Progress
Once your recommendations have been implemented, we provide periodic review meetings to monitor your financial progress. These meetings help us determine if any adjustments are necessary to your existing financial plan based on any personal or economic changes that may have occurred since our last meeting.

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