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Our Process

At Krpalek Financial Services, we take a disciplined, comprehensive approach to your financial needs. We believe our interactive process can help you understand where you are today and what steps you need to take in pursuit of your goals. We run our practice like a doctor’s office. We gather the information, analyze it and then make recommendations.

Step 1: Identify & Prioritize Goals

Before talking about investments and financial strategies, we want to first learn more about you. We take the time to discover your risk profile, analyze your issues and concerns and evaluate the goals you want to achieve in the future. By discovering what is important to you, we can determine how we may be able to add value. You will learn about us, our process and what you can expect when working with our team from this first step.

Step 2: Analyze & Evaluate Your Assets

Following, we take a look at your financial picture, from account statements to tax returns. We evaluate where you are today, determine what steps you need to take in the future, and analyze any gaps.

Step 3: Strategize & Develop a Plan

Once we understand your goals and your financial circumstances, we develop a plan and review your strategy options. We share our recommendations, including the reasoning, and answer any questions you may have. Our goal is to provide you with the knowledge needed to choose a strategy you feel confident implementing.

Step 4: Activate & Implement a Strategy

After we have finalized and agreed upon your strategies, we implement your plan and transfer existing accounts. Soon after, we meet to organize your financial paperwork, set up your online wealth management account, and discuss your ongoing review meeting schedule.

Step 5: Monitor & Adjust Your Success

We regularly monitor your financial plan and communicate with you throughout the year. Through proactive calls and meetings, we ensure we are up-to-date with any life changes you experience.