OUR PROCESS

Exploration 

We’ll schedule a call or in-person meeting to introduce ourselves, learn more about you, and introduce you to our services. This first step is complimentary and commitment free.

Deeper Dive

 Once you have chose to work with us, we'll take a closer look at your financial goals and determine the best plan of attack moving forward. 

Gather Information

 We collect all pertinent quantitative date (assets, expenses, insurance policy information, etc.)  and all pertinent qualitative date (anticipated changes in lifestyle, dreams and desires, risk tolerance level, etc.)

Develop Plan

Together, we will explore at all the various paths you could take, then make decisions that align with your goals and values.  All recommendations, options, and alternatives will be discussed at length before your plan is finalized.

Implementation

It's time to put your plan into action! We will work closely with you to carry out the recommendations we developed that help you to live the long, happy and financially secure life of your dreams.

Monitoring Progress

Life happens and your priorities and situations can change. We will connect with you regularly to determine if and when we need to pivot our plan or alter our steps.

“Over the last 17 years, Donato Financial Group has helped and guided us in our financial and investment planning…[we have been] extremely impressed by the knowledge they portrayed of the insurance industry, the professionalism they displayed and most of all how you can see their client’s best interest was always at heart. Their clients always came first no matter how big or small the investment was. It has been the best choice we made for ourselves and our family and I am proud to say now my children are starting their future investment planning with Donato Financial Group.”

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success