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Our Financial Advisement Process
Establishing Relationship: It all starts with trust. Our strongest relationships have lasted since we founded Ron Coite & Associates, and that level of trust has given our clientele great confidence in working with us.
Gathering Data and Goals: Preparation brings our most enduring success. It is important to understand your objectives so we can work to attain them. The principals at Ron Coite & Associates encourage an honest dialogue between client and advisor to help meet expectations.
Evaluating Financial Status: A thorough evaluation of your current fiscal position is essential as we develop a comprehensive financial plan to assist you in achieving your goals.
Review Our Recommendations: All of our proposals are dependent upon your review and endorsement. We are committed to ensuring your understanding of all aspects of our recommendations.
Setting Your Plan to Action: When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that offers long-term results.
Monitoring Portfolio Progress: We relish the opportunity to track your portfolio progress and fine-tune plans along the way by meeting with you on a semi- annual basis or as frequently as needed.