Broker Check

OUR PROCESS

Managing Your Wealth to Support Your Life


At Coda Financial Group, we see you, your life, and the way you should invest from a unique perspective.  Where you want to go in life- and managing the risks that can hamper your progress- is what really matters. Here are the five steps we’ll take to get you there: 

(1) In Discovery we’ll help clarify your life goals, and arrange them by time frame and priority. We’ll explore how specific goals fit into the greater picture of your life and we’ll challenge your previous investment assumptions if they only focused on your immediate financial concerns.

(2) Then we’ll Assess the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done to help you have better clarity regarding your risks.

(3) Together, we’ll Evaluate options and select from numerous goals-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.

(4) We will work within a disciplined environment to Implement a program whose elements remain consistent with your life’s goals. We’ll make your vision come to life.

(5) By Monitoring & Adjusting your program, we’ll help you anticipate and deal with life’s inevitable changes. We’re prepared to help with the unexpected, and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.