Our Process
Our objective at North Texas Tax & Financial is to provide a personalized financial plan for each individual or business client.
Onboarding
The objective of onboarding is for us to establish a mutual understanding of financial matters and clients' preferences and attitudes needed to build a financial plan. This allows us and the client to collaborate, prioritize financial objectives, and identify client-specific risks.
Plan Presentation Meeting
Your financial plan will acknowledge and reflect the objectives established during the onboarding meeting. It will specifically outline the strategies designed to accomplish all identified goals, objectives, and risks.
Implementation
Upon completion of the plan presentation meeting, your financial plan will be implemented. This process consists of immediate and ongoing implementation tasks.
Post-Implementation Meeting
On average, this occurs 90 days after implementation begins. At this point, we will have data to present to you demonstrating your plan's functionality. Functionality includes investment strategy, tax and legal applications, and risk management programs.
Annual Strategic Planning Meeting
Review personal/business vitals, monitor and assess whether all clients' stated personal/business goals from the previous year were met, and evaluate new financial opportunities and risks. Establish all personal and financial objectives for the current calendar year and make ongoing plan adjustments.
Off-cycle Plan Maintenance and Implementation
Our advisory duties do not stop. Life is in a constant state of change, and as circumstances evolve, we strive to be 'all hands on deck,' ready to address and assist you to ensure you are still on track with your financial goals.