Our process starts off with getting to know your family, your needs, and your goals. Our structured discovery process means we spend a good deal of time listening to you and learning more about what is important to you.
Structured Discovery Process
When you choose to work with John Moore Associates, the first part of the process is sitting down with us so we can get to know your family, your needs, and your goals. To achieve this, we use a structured discovery process to understand what is most important to you.
We start by listening. The process typically takes several meetings and involves multiple JMA associates. We ask the questions, and you talk to us about your financial goals. Part of this process is helping clients understand their resources and goals at a deeper level. From there, JMA will help create an effective plan to help get our clients where they want to be.
Once we have a thorough understanding of your family needs and your goals, the process moves to the planning stage.
Have questions about our intake process? Call us today. We’d be happy to discuss it with you in more detail.