At Matador Insurance Services, we use a systemized, organized and measurable process that serves as a guideline or roadmap on your way to developing and completing a holistic financial plan. We use this revolutionary process to make sure that no stone goes unturned on your way to reaching your financial goals.
This ensures that your financial plan has maximum efficiency and performance so that your financial plan is always making the most use out of every dollar in your world.
Step 1: Discovery
The first step in our Milestone Process is getting to know who you are, your financial situation, and your values. After gathering these crucial details about you, we will transition to an educational setting to answer your questions and provide further insight about the requested consultation.
After capturing a complete profile of your current financial position and where you want to be, we can move on to preparing and implementing an optimal financial plan.
Step 2: Strategy
During this piece of the process, we present the financial strategies and solutions to your goals, concerns and vision. We mostly focus on educating our clients about each moving part of their financial wheelhouse and how it will operate in their financial plan.
We will also submit any necessary documentation to get real illustrations designed specifically for your financial situation.
Step 3: Implementation
During this step in the process, we will be focused on reviewing strategies that are applicable to your situation based on your goals and your financial situation.
These proposed strategies will be laser-focused on providing maximum performance for your goals.
Step 4: Review
Our annual reviews will be centered on making the necessary adjustments to your financial plan and seeing if there is any room for improvement.
We understand that life happens and that our goals change. But no matter the circumstances, we promise always to provide an optimal alternative.