Our process
Our process
We will begin our relationship, ideally with a face-to-face meeting, where I can learn more about your needs. We’ll discuss your current financial situation as well as where you hope to be in 10, 15, 20 years. Based on your goals, objectives, and risk tolerance, we will carefully craft a plan to assist you and be your personal advocate on your financial journey. Your success will be our success.
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Learn
We will learn about your objectives, perspective on risk and your liquidity needs. This includes learning about your current financial situation, meeting you where you are and learning where you want to go.
Assess
Using what we learn from our initial conversations along with unparalleled access to superior research and analysis, we will narrow down a selection of investments and an allocation tailored specifically to your financial objectives. This includes crafting a portfolio that considers your needs, goals, and level of risk you feel comfortable with undertaking. We will then present our recommendations and outline the steps needed to execute your plan. Our ultimate goal is your financial success.
Create
We then build a plan tailored specifically for you, your small business, or organization to support your goals through professional investment management and strategic planning.
Learn
We will learn about your objectives, perspective on risk and your liquidity needs. This includes learning about your current financial situation, meeting you where you are and learning where you want to go.
Assess
Using what we learn from our initial conversations along with unparalleled access to superior research and analysis, we will narrow down a selection of investments and an allocation tailored specifically to your financial objectives. This includes crafting a portfolio that considers your needs, goals, and level of risk you feel comfortable with undertaking. We will then present our recommendations and outline the steps needed to execute your plan. Our ultimate goal is your financial success.
Create
We then build a plan tailored specifically for you, your small business, or organization to support your goals through professional investment management and strategic planning.
Execute
Once we have completely answered any questions you may have about the plan, and are fully comfortable to approve, we will execute.
Manage
After executing your financial plan, we continue to monitor its progress toward your goal s and objectives to ensure it keeps working for you. This takes the burden off of your shoulders. Change can happen in an instant—whether in your personal life or business situation or in our more than ever global financial and political climates. As your personal advocate, we stand ready to react to these changes by adjusting when necessary and providing you with ongoing support.
Report
You will always have an open line of communication. We will update you on our progress regularly, but also want to be aware of any changes to your ongoing situation. We welcome questions throughout the process and will always make sure you fully understand each change we make.
Execute
Once we have completely answered any questions you may have about the plan, and are fully comfortable to approve, we will execute.
Manage
After executing your financial plan, we continue to monitor its progress toward your goal s and objectives to ensure it keeps working for you. This takes the burden off of your shoulders. Change can happen in an instant—whether in your personal life or business situation or in our more than ever global financial and political climates. As your personal advocate, we stand ready to react to these changes by adjusting when necessary and providing you with ongoing support.
Report
You will always have an open line of communication. We will update you on our progress regularly, but also want to be aware of any changes to your ongoing situation. We welcome questions throughout the process and will always make sure you fully understand each change we make.
Financial guidance centered around you
We provide fiduciary financial guidance to help preserve and grow your wealth.
We serve a diverse client base that includes business owners, veterans, retirees, educators, executives, attorneys, healthcare professionals, and non-profits. We work as your advocate in all financial matters.
We are here to help you bring your ambitions to life through wise planning and investing. As a fiduciary, we are legally obligated to do all we can to help you hit your financial targets. The most rewarding part of our job is working with great people and developing long-term relationships that span generations.
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OUR COMPETITIVE EDGE
In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.
In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
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Book A Free Consultation
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED
BOOK A FREE CONSULTATION
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED