Victory's Financial Planning Process


Establish - we want to know a little about you and be sure we have the basis for a mutually beneficial long-term relationship. Relationships are everything!

Gather - provide us with statements, tax returns, paystubs etc. We will provide you with a checklist.
Analyze - this is where you get to sit back, we do the heavy lifting.
Develop - we create a strategy tailored to your unique needs, goals and dreams.
Implement - after presenting our recommendations to you, making any needed adjustments and making sure you are comfortable your plan is implemented. There will be a lot of activity during this stage but, don't worry! We are on it!
Monitor - our meeting schedule is driven by you, our client. At the end of each meeting we will ask you when you would like to meet again. In the meantime, we keep an eye on things and will contact you if any adjustments need to be made.