LOS ANGELES FINANCIAL PLANNING PROCESS
OUR 4 STEP
PROSPERITY
PLANNING PROCESS
Our Approach
Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination.
Our People
Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER™ professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.
Our Commitment
Our promise to you is that you’ll never feel pressured to make a decision you’ll later regret. We strive to foster long-term relationships with our clients, built on trust, and focused on results.
Our 4 Step Prosperity Planning Process:
DISCOVERY
Are we a good fit?
Share your story
Review current plan
Discuss concerns
Identify dreams and goals
Clarify your values
Perform risk analysis
EVALUATION
Can we add value?
Receive portfolio analysis
Discuss fees & risk
Explore Empress Planning Process
Share our approach
Decide if we can add value
Complete engagement forms
Create your new plan
Review new accounts statements
Discuss proposed portfolio
Identify next steps
Receive complete Empress Planning Binder
Start implementation of retirement income plan
PROSPERITY
Pursue your dreams
Account monitoring
Periodic review meetings
Updated account summaries
Ongoing support based on life changes
Client events and socials