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.