How We Do Things
Our services include investment management and financial planning on an ongoing basis. Alternatively, one-time financial planning and hourly advice can best be provided by a XY Planning Network member CFP® professional . Our typical client has more than $400,000 invested with us.
Here are 3 simple steps you can expect when you work with us:
Initial Phone Call
To start, you will have a phone conversation [Schedule a Call] 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.
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 offer ongoing planning because things will change over time that will prudently require adjustments and further planning . Taxes, markets, legislation, strategies, opportunities, and circumstances aren’t going to stay the same and neither will your life. Our services are designed to help you succeed as things evolve.