Broker Check

Our Process

Our Process

Our focus is on efficiency, cash flow, and control. We help our clients to realize the lost opportunity cost on bad financial decisions. You probably own a variety of financial products and have made many financial decisions. Each product and financial decision most likely has been made individually and without much thought of integrating them into a skillfully coordinated and efficient plan. Our process utilizes a financial model to assess, evaluate and measure each financial decision in the macro economic whole environment. 

When DeYoung Financial Group engages in the meeting process they want to make all time spent as productive as possible. Usually they will start with a phone conversation before a physical meeting takes place. This allows Chris to fill you in on expectations, his process, and it is designed to help him understand what team members he might need to put into place to handle your expectations. It also allows you the time to build comfort in DeYoung Financial Group and our process.

Let’s take a look at the approach and process that you will go through:

1. Identify where you are and where you want to be
Through an in-depth interview process DeYoung Financial Group will start to determine objectives from which they will identify advantages and/or disadvantages of your current financial position. Keep an open mind and you will start to gain knowledge about finance that you never knew existed.

2. Recommendations and Implementation Report
After the initial meeting you will receive a recap of the first meeting which includes an implementation report. Their promise to you is to deliver a plan that is complete, agreed upon, and is a reflection of an approrpiate financial strategy unique to only you.

3. Implementation
The goal is to help you feel comfortable through raising your awareness to often unknown, overlooked tactics, products and services. The goal during the implementation phase is to optimize your wealth through a reconstruction and repositioning of what you currently are doing to give you more power and control over your financial life. Your plan needs to work efficiently. During this phase you will be presented a personalized, comprehensive financial model for your approval and DeYoung Financial Group will work with you on the fine tuning.

4. Reviews
In life things change constantly… Taxes, planned obsolescence, the cost of living all are eroding factors that work against your ability to build wealth. Depending upon your needs DeYoung Financial Group will set up a review schedule with you to meet the realities of today’s changing world!

Get Started