We begin this stage during our initial meeting where we get to know one another We focus on what your specific needs are and what Conway Financial Group can do for you. Our skilled professionals strive to build a solid relationship with you, to provide guidance to navigate the complex financial decisions.
Our Mission is to provide balanced, intricate, and professional financial problem solving, with compassion and integrity. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
The objective of this phase is to successfully implement these strategies. By means of constant communication and highly skilled staff, we strive to make this process quick and easy for you.
Monitoring and Adjusting
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to adjust.