Our Process

Frandsen Investment Services wants to assist in purusing your goals. We recognize that needs are different for each person and family, so we provide financial recommendations based on those needs to help our clients work toward financial security.

Introductory Consultation

During this initial conversation we’ll discuss and identify your financial goals, objectives, and resources. We want you to make an informed decision about how to proceed, regardless of whether or not you choose to work with us.

Data Collection

Information gathering on your part can be a tedious process, but that’s what we’re here for. We’ll provide you with a checklist and carefully review your data to identify your ideal path to financial success.

Planning Phase

We will create one clear and complete financial plan, which serves as the basis for all of our recommendations. Each recommendation goes through a stress test to ensure you’re well prepared for unpredictable circumstances while maximizing areas of opportunity.

Implementation

We’ll present options on how to implement the game plan necessary to make your financial vision a reality.

Review

We assist in ongoing monitoring and maintenance of the implementation plan. This way, we can make changes or enhancements to keep on track.

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