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Our Process

Our Comprehensive Process as CFP® Practitioners

Nevin Samuy is a CERTIFIED FINANCIAL PLANNER™ professional, and as such he and his team engage in a proven process to develop highly personalized, comprehensive financial plans to guide clients to their ideal future and retirement. Here are the steps you can expect from our detailed process.

1. Establishing the Relationship

We believe in establishing long term relationships built on mutual trust and understanding. As a first step in our process, we’ll get to know each other, gain an understanding of your “why?” and will explain how we can help you.

2. Conducting the Discovery Meeting

In our in depth discovery step, we’ll collect key data and information to help us gain an understanding of your current financial situation, goals, time frames and risk tolerance. This information includes, for instance, cash flow, assets, liabilities, insurance and more.

3. Analyzing and Evaluating Financial Information

Once we’ve gathered key information, we’ll analyze the information and conduct an assessment, identifying and evaluating your opportunities, risks and areas where focused improvements and adjustments are needed.

4. Developing and Presenting the Financial Plan

At this stage, we can proceed to develop a comprehensive plan that accounts for each goal along your time horizon. Then, with complete transparency, we’ll outline the strategies and recommendations we’ve developed to help you pursue these goals.

5. Implementing the Financial Plan

Once approved, we’ll begin taking the steps to put your plan into action. This may involve some paperwork, transactions and coordination with your other advisor or professionals, but we will guide you through every step of the way to completion.

6. Monitoring and Reviewing Your Progress

We want to help you keep your focus on your progress toward your “why,” instead of worrying about the markets. So we’ll continually monitor your plan and progress, making recommendations for adjustments as needed. We’ll conduct regular reviews with you to keep you well-informed all along the way.

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Our Services

We offer a wide range of financial services to meet the business and personal financial planning needs of individuals and business owners in LA.

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Our Approach

We take an educational approach to financial planning, empowering you with the knowledge and tools to fulfill your personal why and achieve your financial goals with confidence.

Our Approach

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Why are you here? If you’re ready to pursue the financial goals that can empower you to fulfill and reach your reasons, we’re here to help you do just that.

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