A Look Into Our Process

A Brighter Future

At Rowan Financial, we listen intently to understand what matters most to you, help you navigate competing priorities for your money and time, and acknowledge and address any fears you may have about financial transitions. Our goal is to help you move past those fears and get you excited about a brighter future, leverage your strengths, act as a sounding board for your concerns and ideas, and teach you how to run small, safer experiments with your time and money. We provide constant encouragement along the way, ensuring that you always feel supported.

Understanding Your Personal & Financial Circumstances

We start by getting to know you—your values, your dreams, and your current financial situation. This foundational step allows us to see the full picture and understand what truly matters to you.

Identifying & Selecting Goals

Next, we help you identify and prioritize your financial goals. Whether it’s saving for retirement, buying a home, or funding your children’s education, we work with you to select goals that align with your values and aspirations.

Analyzing Your Current Course Of Action

We then analyze your current financial strategies to determine if they are aligned with your goals. This step helps us identify any gaps or areas that need adjustment.

Developing The Plan

Based on our analysis, we develop a comprehensive financial plan tailored to your unique circumstances and goals. This plan serves as a roadmap to guide you towards your desired future.

Presenting The Plan

We present the plan to you in a clear and understandable manner, ensuring that you are comfortable and confident with the proposed strategies. We take the time to address any questions or concerns you may have.

Implementing The Plan

With your approval, we move forward with implementing the plan. This involves putting the recommended strategies into action and making any necessary adjustments to your financial portfolio.

Monitor & Review

Our relationship doesn’t end once the plan is implemented. If you are working with us permanently, we continuously monitor your progress and review your plan to ensure it remains aligned with your goals. Life is dynamic, and we are here to make adjustments as needed, providing ongoing support and encouragement.

Our process is designed to be as nurturing and empowering as possible. We are committed to walking this journey with you, every step of the way, helping you create the life you are meant to live.