Our Process

Crockett Financial Services serves the needs of successful individuals, families, and businesses. We design custom strategies to help our clients build and protect wealth with a focus on long-term financial security. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our Seven Step Approach:

 

 

 

 

 

 

 

 

1. Collect Financial Data

 

 

2. Define Goals

 

 

3. Analyze Data

 

 

4. Develop and Compare Alternatives

 

 

5. Determine Optimal Strategy

 

 

6. Implement the Strategy*

 

 

7. Review Regularly

 

*Financial Plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.