Our Process
What You Can Expect
Creating Your Financial Roadmap
When you start working with the team at Schuster Anderson, we’ll go through a Financial Readiness Roadmap process. This process helps us understand your unique goals and dreams and figure out what we can do to help you achieve those goals.
Discover and Align
We’ll discuss your goals and needs to ensure you’re prepared for the road ahead. Then outline the next steps to achieve your aspirations.
Analyze
We’ll review your financial situation, identify potential blind spots, and create a roadmap to guide you on the right path.
Assess and Strategize
Our team will help map out the best course to achieve your financial goals, adjusting as needed along the way.
Implement
We will leverage a range of products and services to remove obstacles and adjust your course, ensuring you stay on track.
With this process, we regularly return to the Assess and Strategize phase as clients experience significant life events and priority shifts. Our plans and recommendations are tailored for your unique needs, so when your needs change — so do the strategies.
We’ve Got You
Your Financial Team
Our team coordinates with these experts to provide holistic advice, covering legal, tax, insurance, and real estate matters. We prioritize what matters most to you and your future, not just our goals.
Count on us to support you through all of life’s moments, providing personalized guidance every step of the way.
