How We Do It In order to gain a deeper understanding of the issues that impact your overall financial picture, The Essex Group will customize the planning process based on the goals of our clients and develop a checklist to accomplish what’s most important. We provide strategies to manage your objectives – something a demanding schedule may not allow time for. Our strategic services include a comprehensive analysis of your current situation and incorporate your future needs and family dynamic. We aim to ensure that your personal and financial goals are being met with ongoing communications, education and regular meetings.1. Have Introductory MeetingBefore we develop any strategies, we’ll meet and discuss how we will work together to pursue your financial objectives.2. Develop Goals & Gather Objectives/DataWe discuss the goals you care about, the values that matter to you, and how you envision prosperity. We’ll also collect necessary paperwork as we build a full picture of your financial life.3. Conduct Analysis & Build StrategyTo support your wealth management, we’ll analyze any roadblocks and opportunities that exist—and align our strategies with your goals.4. Present to ClientWe’ll share our analysis and recommendations, and you can ask questions and gain the clarity you need to feel confident in your financial journey.5. Implement StrategiesWith your approval, we’ll bring your financial strategies to life and make any adjustments necessary for pursuing your goals.