Our Process : The Pathway Financial Group | Orange City, IA

Our Process

Process Graphic

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

1. Schedule a 45-minute meeting

For a time that works for you

2. Review your current financial position

No prep work needed

3. High level review of the plan you have in place

We'll help you define it

4. Head towards the well-groomed path

We'll stay right beside you



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