Service Model

The client engagement model at Fort Independence Financial & Insurance operates as follows:

1. Introductory call:

We talk briefly for 5-10 minutes to make sure a more in depth conversation will be worth your time and schedule our next appointment.

2. Data gathering conversation:

Here we talk confidentially about your current financial picture and most importantly where you’d like to make progress. It is important to examine existing -accounts, policies, estate planning, and other family or business considerations- so that your new plan is accommodative.

3. Plan presentation:

We’ll reconvene and walk through the customized proposal designed to meet your needs, prioritizing your most important goals. Under most circumstances, you will have options, so that you can visualize a strategy that suits you best.

4. Implementation:

Upon choosing to proceed with your planning, we begin the process of implementing whatever next steps are required.

5. Review:

On an annual basis or as needed, Mike will check in to make sure your needs are addressed. New baby, new job, new home, new business- life changes that alter your plan are the expectation. Together we’ll tweak your planning to stay on track.