.html" Our Holistic Process : Pillar One Financial & Insurance Solutions | San Diego, CA

Our Holistic Process

At Pillar One Financial & Insurance Solutions, we don’t believe in cookie-cutter services or a one-size-fits-all approach. Rather, we follow a meticulous process designed to help us understand each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations, and offer products and solutions to meet their individual needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we are privileged to serve.

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Step 1: Review

Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about your individual situation, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives; all the things that really matter to you. This is the basis for the first meeting and the foundation for future steps.

Step 2: Analyze

As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. We live in a world of unlimited choices. Defining objectives and assigning specific deadlines to goals provides focus and clarity. In addition, this process allows you to look at the available resources and decide which goals are realistic, and which ones may need to be adjusted.

Step 3: Develop

Based on our conversation and analysis, we can recommend the steps, products and solutions that it will take to help you achieve your financial goals.

Step 4: Coordinate

We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. We 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: Monitor

Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over time to help keep your strategy on track to meet your changing needs.