Our Approach to Planning & Investing

Contact Us
Contact us to schedule a brief conversation by phone or in-person. At this point we’ll only need basic information to determine which services match your needs. If we can help, we’ll send you additional information about us and ask you to fill out and return a questionnaire about yourself.

Goals & Objectives
Our questionnaire is one of the most important steps of our approach. It is the most efficient way for us to understand your current financial situation as well as your future goals and objectives. After we review your questionnaire, we’ll schedule an appointment to fill in any gaps and together we’ll determine whether you will take the next step of becoming a client. Rest assured, the information you provide will be treated with the utmost confidentiality whether you become a client or not. At this time you may want to request references from our current clients.

Solutions that work for you
Once we have decided to move forward together, we’ll gather any remaining information we need about your current financial status. We’ll prepare a custom framework to organize your assets, manage risk, and plan your financial future. After reviewing it together and making any necessary adjustments it’s time to put the plan into action.

The WVFA Difference: Implementation & Monitoring
Our team has over three decades of combined experience developing, implementing AND monitoring financial plans & investments. Unlike some financial planners, we are qualified to follow through on our plan. We’ll be there to quickly and efficiently make changes when major life occurrences alter your financial situation.It is important to note that investing your money is not a requirement to formulate a relationship with Warwick Valley Financial Advisors.

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