Broker Check

Our Process

New Clients

Choosing the right Financial Professional is an important decision. In order to better serve you, we implement a 5 step new client strategy to efficiently streamline your transition to Ferneau Group. We are confident you will find value in our process. 

Step 1

Inital meeting to review your current financial situation, investment goals, expectations & risk tolerance. We discuss the investment opportunities & strategies available to you & answer all your questions.

Step 2

Thorough review of your overall fianncial profile. We then construct a well diversified financial plan designed to help you meet you investment goals.

Step 3

Follow up meeting to review & discuss our recommendations. Before moving forward in the process, we mutually agree on an investment strategy that meets both your short term & long term investment goals.

Step 4

We implement the plan.

Step 5

Quarterly, semi annual or annual meetings depending on individual client needs. We work directly with you, as a team, to ensure your plan stays in line with your goals and objectives.

Have a Question?

Thank you!