THE SIX-STEP PROCESS

Mission Financial Advisors believes in a logical, common sense financial approach.  We believe our clients should "know where they are, where they desire to be, and have a plan for getting there."   

1. Information - Knowledge communicated or received concerning a particular fact or circumstance. Being financially transparent with your Financial Advisor is extremely important.  Your willingness to be open about your finances will help your Advisor better identify: starting points for your financial goals; end points of those goals; and the investment strategies that will help you towards achieving those goals.

2. Formulation - The process of thinking about and organizing the activities required to achieve a desired goal. Hopes and dreams are frequently associated with financial goals: Early retirement (staying retired); Funding an education; Purchasing a vacation home; Going on a dream vacation; Charity and Giving; Leaving a financial legacy for your loved ones.  These are all examples of hopes and dreams that impact the formulation of your goals and investment strategies.    

3. Presentation - An act of presenting, offering, or delivering.  A presentation of a financial plan or a financial approach should be as clear and concise as possible.  The solution(s) presented should offer a course of action that provides for the greatest opportunity of achieving (not guaranteed) the stated goals.   

4. Implementation - The process of putting a decision or plan into effect; the execution of a plan.  We attempt to make the implementation process as smooth as possible.  This process involves completing the necessary documentation required to transact business.   

5. Management -  The act or manner of managing; handling, direction, or control.  We take the management of your financial resources very seriously.  We do our best to ensure your portfolio is designed and allocated according to your time frame, risk tolerance, and objectives. We monitor and screen our clients portfolios, and make recommendations or changes when needed.   

6. Faith - A hope, trust, or belief.  Faith is a key ingredient in finance.  At some level, all clients place their faith in the financial firm they choose, the Financial Advisor they trust, and the investment strategy or product they believe will help them accomplish their goals. 

Result: Pursuit of Financial Security - The act of working towards a financial goal utilizing the above mentioned steps. 

At Mission Financial Advisors we are quick to point out that all investments and financial processes carry risk, subsequently we do not provide our clientele with guarantees. Mission Financial Advisors provides a client centered process that is based on the concept of good Stewardship.  Stewardship is an ethical principle that embodies the responsible planning and management of client resources.  We believe this principle, when paired with our Six-Step Process of Financial Security, can help clients pursue their long-term financial goals.  Please contact our Martinsburg, WV office at (304) 263-3030 to schedule free review of your financial situation.