Our Focus is You
As a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, our focus is you, the client. That’s why the team at McCurdy & Andrew Investments follows a Proven Process that is vital to developing a sound and solid financial plan for you and your family. Our Proven Process approach is based on CFP® Practitioners standards known as the Financial Planning Practice Standards. This seven-step process approach to financial advice is what distinguishes us from the other guys and gals.
Step 1
Understand Client’s Personal & Financial Situation
Step 2
Goal Setting
Step 3
Analyze Current Situation & Potential Alternative Actions
Step 4
Develop Financial Planning Recommendations
Step 5
Presentation of the Plan & Your Selection
Step 6
Implementation of the Plan
Step 7
Review & Monitor
An exploratory call is a complimentary 30-minute conversation to get to know each other. Schedule a meeting today so we can get started on your financial future!
