My Process : Charles A. Tucker, Scottsdale, AZ

My Process

One thing my clients appreciate about working with me is that I don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, I follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that I can make appropriate recommendations to meet their needs. Everyone is different and I may amend our approach to suit a specific client, but in general, I utilize the following process to help those I'm privileged to serve.

Process Graphic

Step 1: Review

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives and the things that really matter to you. This is the basis for the first meeting with anyone I sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. I regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. I can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Summary

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. I will work with you over the years to help keep your program on track with your changing needs.

Chad Tucker does not offer legal, tax or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.