Methodology

At Engler, Garrow & Roth, Ltd. we have adopted the financial planning process by creating our own proprietary AdviceSolutions^™ Consulting Methodology. This disciplined and repeatable process enables us to provide our clients with the highest quality comprehensive financial planning experience. Specifically, we view financial planning as a continuous and circular process of:

• Establishing and clarifying relationships, processes, expectations, costs, deliverables, etc.
• Identifying client goals and objectives
• Gathering data to quantify the clients’ current situation
• Developing recommendations to help achieve the clients’ goals and objectives
• Implementing agreed-upon elements of the plan
• Monitoring the plan, situation, and progress towards the client’s goals