Our Process

process

Introductory
Meeting

  • Getting to know each other - interests/philosophy towards money/visions
  • Financial dreams and concerns
  • What are we trying to accomplish?
  • Are we looking at the entire financial picture or trying to solve a specific problem
 

Discovery
Meeting

  • What is the actual Current Situation?
  • What is the future Desired Situation?
  • Gathering the current Facts
  • Identifying and setting Objectives – short term/mid term/long term
  • Setting of Priorities
 

Back office
Analysis

Primarily done by Lenert Financial
  • Recommendations that best meet objectives
  • Risk Management and Investment options
  • Asset Protection and Cash flow
  • Costs and Fees
  • Liquidity and flexibility
  • Current and future obstacles
 

Recommendations
and
Initial Blueprint

  • Crystallizing the plan we will soon implement.
  • Rationale behind recommendations
  • How it all works together
 

Implementation

  • Piecing it all together and setting things in motion
  • Action items/Action plan and implementation calendar
  • Paperwork/Applications/ Transfers/Underwriting
  • Homework for you and Homework for me
 

Review and
Refine

  • Monitoring our plan (Actual and Desired) – are we progressing towards desired vision?
  • Should the plan be adjusted to better fit changing situations and current environment
  • Considering future objectives and next steps
 
process

At Lenert Financial we consider building your portfolio no different than building a home.

Introductory Meeting

  • Getting to know each other - interests/philosophy towards money/visions
  • Financial dreams and concerns
  • What are we trying to accomplish?
  • Are we looking at the entire financial picture or trying to solve a specific problem

Discovery Meeting

  • What is the actual Current Situation - What is the future desired situation
  • Gathering the current Facts
  • Identifying and setting Objectives – short term/mid term/long term
  • Setting of Priorities

Back Office Analysis -
Primarily done by Lenert Financial

  • Recommendations that best meet objectives
  • Risk Management and Investment options
  • Asset Protection and Cash flow
  • Costs and Fees
  • Liquidity and flexibility
  • Current and future obstacles

Recommendations and Initial Blueprint

  • Crystallizing the plan we will soon implement.
  • Rationale behind recommendations
  • How it all works together

Implementation

  • Piecing it all together and setting things in motion
  • Action items/Action plan and implementation calendar
  • Paperwork/Applications/ Transfers/Underwriting
  • Homework for you and Homework for me

Review and Refine

  • Monitoring our plan (Actual and Desired) – are we progressing towards desired vision?
  • Should the plan be adjusted to better fit changing situations and current environment
  • Considering future objectives and next steps

Neither Lenert Financial Group nor its agents offer legal, tax or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.