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Our Process

How We Do Things

Our services are comprehensive, including both financial planning and investment management on an ongoing basis. At this time, we limit one-time financial planning and hourly advice based on the services requested on a case-by-case basis. Our typical client has more than $300,000 invested with us and we are committed to serving them and others like them. 

Here are 3 simple steps you can expect when you work with us:

Initial Phone Call

To start, you will have a phone conversation (use the Schedule a Call button below) where we’ll discuss your financial situation and what's going on in your life. This will help us determine how we can best serve you. At the conclusion of the call, we may ask you to provide us with financial documents and information specific to your questions, so you can get the most value from us.

Get Ideas from John Posey, CFP®, AIF® 

Next, we’ll invite you to the office, web conference or phone call with John, a CERTIFIED FINANCIAL PLANNERTM and Accredited Investment Fiduciary®, to provide our best ideas specific to your situation so you can take your next best step forward with confidence.

Execute a Plan

Once you have considered the ideas, strategies and possibilities we’ve discussed, it’s time to determine action steps and execute a plan. You may choose to work with Plains Advisory or any firm of your choosing to begin implementing your plan. At Plains Advisory, we believe in the process of planning over one-time plans because things will change over time that will prudently require adjustments to your plan into the future. Taxes, markets, legislation, strategies, opportunities, and circumstances aren’t going to stay the same and neither will your life. We are here to help you succeed as things evolve.

Schedule a Call