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Our Process

A Proven Process, Tailored to Your Needs

As an Accredited Investment Fiduciary (AIF®) designee, Sabrina implements a proven financial planning process that has helped thousands of individuals pursue their financial goals. Our seven-step plan includes:

  1. Understanding your personal and financial circumstances
  2. Identifying and selecting goals
  3. Analyzing your current course of action and potential alternatives
  4. Developing your tailored financial planning recommendations
  5. Presenting our recommendations to you
  6. Implementing your financial plan
  7. Monitoring your progress and updating as necessary

Though these seven steps sound simple, every stage of the process is adapted to your unique needs and centered on your financial goals, allowing us to create a completely customized, goal-based plan just for you.

What to Expect in Your First Meeting

Ready to take control of your finances, but not sure what to expect in your first meeting? Don’t worry—your first consultation with Sabrina Julian Investment Services is a complimentary, low-pressure meeting. We’ll sit down and simply get to know you, your goals, and your concerns, so we can determine if our services are a good fit for your needs.

So what are you waiting for? Schedule your complimentary consultation with our team today, and start taking control of your finances.

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