At our first meeting together, please arrive prepared to talk about yourself. Don’t have an appointment? Start with a phone call to our staff.
Meet with Us
Preparing for Your First Meeting
In preparation for your appointment, please provide us with any items that pertain to your current financial picture. Some examples include:
- Assets: 401-K, pension, IRA, investment, or bank statements
- Income: Recent paystubs or tax returns
- Life Insurance: Policy documents (or a rough idea of coverage)
- Debts: List of debts, including the interest rates, terms, and payments
- Current Legacy Documents: Will or POA
Contact us to be registered for our online portal. This is a secure way to send us your information prior to your appointment.
Our Process
What to Expect
At Four Arrows Financial Group, our process revolves around communication.
Connection
Any good financial plan starts with you. At our first meeting together, please arrive prepared to talk about yourself. As you learn about who we are and how we operate, we will gain an understanding of your individual financial objectives. We recognize that the most important component to financial planning is addressing your concerns and providing you with the confidence to take action. This connection is critical so that we can walk through the emotion and education of your finances together.
Analysis
Through a detailed overview, we will design custom solutions based on your unique goals for your future. This analysis includes a thorough review of your current financial picture. Our team uses their experience and knowledge, alongside the latest financial planning software. We make recommendations by comparing your individual situation with the most up-to-date information and products. Our analysis and financial plans are hand crafted with you in mind.
Education & Implementation
Teaching you the “why” behind the “what” is key to enacting any financial plan. We will walk you through everything that you need to understand and pursue your next steps. Having a thorough understanding of the reasoning for our recommendations allows for peace of mind as you prepare to make changes to improve your finances. Once a financial plan is completed, you have the option to implement your plan with Four Arrows Financial Group. We offer step-by-step guidance for executing and completing your financial plan, making it easy to follow through. Please note that you can implement your financial plan at the financial institution of your choice.
Review
Four Arrows Financial Group is here to help you through the many transitions of life, both now and for years to come. At our client reviews we engage in open dialogue as we evaluate your current assets, risk tolerance, personal circumstances, and concerns. As life evolves, we’ll be available to guide you, providing education and support as we navigate your financial circumstances together.
Founder & Financial Advisor
Seth Scott
Over the past decade, Seth has dedicated himself to helping his clients grow and transition through life with financial stability.