Broker Check

Financial Solutions Planning and Investments

 
 

Phil Messuri, MS, CFP®
phone: 505-798-6941

Travis Flandermeyer, MBA, AIF® 
phone: 505-717-1111

 
 

Advisory and Investment Management Process

Disciplined, Consistent

Based on the Certified Financial Planner™ Six-Step Approach

  1. Jointly, we establish and define the client-planner relationship
  2. We help you define your goals and associated timelines
  3. We analyze and evaluate your current financial status
  4. Jointly, we tailor financial solutions and/or alternatives approaches
  5. Upon your approval, we implement the specifics associated with the financial plan
  6. Together, we monitor life’s events and adjust accordingly

Client Services Timeline

Establish
Relationship
 Define
Goals
 Analyze
Status
 Tailor
Solutions
 Implement
Plan
 Monitor
& Adjust