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

IMPLEMENTATION

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