Our Process

You deserve a financial advising partnership centered on trust, transparency, and support.

When you work with Keri Holton, that’s exactly what you will find. You’ll gain an experienced partner who is driven to help you understand finances and improve your position to help achieve your goals. Here’s what you can expect the advising process to look like.

Introduction Meeting

Our first meeting will be a meeting to learn more about you, your investment experience, your priorities and goals, and what you would like to accomplish through our potential partnership.
Thorough Analysis

Our team will analyze your financial position using tax and financial planning software. We will also include what we’ve learned about you from our conversations such as your goals, family dynamics and risk tolerance.
Recommendations

We will discuss potential gaps and opportunities we’ve uncovered during our analysis and present it to you in a flexible implementable plan.
Implementation

Should you decide to move forward with our firm, we will have recommendations ready to be put into action and start working for you.
Orientation

We want to ensure you’re familiar with our client portal and software and walk you through using it.
On-Going Analysis

At minimum, we like to meet once a year for an account review. However, we are always available in between reviews for questions should the need arise.