Working towards your financial future
How We Work
Step 1: The Conversation
What matters most to you? What keeps you up at night? Where do you see yourself in 10 years? 20 years? Every financial plan starts with answering questions – some big, some small, all geared toward finding solutions that work with you and your world.
Step 2: Financial Plan
Wherever your spot in life – whether you’re accumulating, preserving or distributing wealth; whether you’re thinking about starting a family or sending your last bird out of the proverbial nest – we’ll create a customized plan based on your stage of life, your needs and your goals.
Step 3: Plan Presentation
None of this matters if you don’t get it, or if you don’t think it works for you. We’ll show you what we’ve come up with and see what you think. We’ll make sure you understand your options and risk. If we’re not right on the spot for you, we’ll make any necessary adjustments to present a plan that fits your life.
Step 4: Design Investment Plan
Now, we get to work, piecing together the puzzle that will create your best financial picture. Your customized investment plan will also include an Investment Policy Statement that covers the rules you and your Financial Advisor will agree upon for your investments.
Step 5: Implement Investment Plan
We know, we know, you hate paperwork. Who doesn’t? Your Orrstown Financial Advisor is here to help open or transfer all your accounts to make your transition smooth and easy. Then, we’ll keep close watch on all your accounts to make sure they stay on the spot. We’ll stay in touch with quarterly reports and answers to any and all of your questions as soon as they arise.
Step 6: Review & Monitor
Your financial plan is a live document – just like life, you never know when everything will change. Your Orrstown Financial Advisor knows that sometimes your spot is a moving target. He or she will follow it with precision, and adjust aim as needed.
Let’s get started.
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