Our Process

If you are like most people, you have probably done some type of financial planning*. But – be it from lack of time, lack of knowledge, or lack of motivation – the job never gets done.

At Ferris Financial, we partner with you through a holistic process that helps you understand your true potential, build plans to achieve it, and give you the assurance that - come what may - your families, businesses, and charities are protected and positioned to prosper. Our collaborative approach includes your own network of trusted advisors and also leverages the expertise of our planning resources at The Nautilus Group®, who are experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Ferris Financial Process Wheel

Our Process:

Discover - Explore your circumstances and define your goals and objectives

Organize - Inventory your current financial life and create a comprehensive view of your current situation

Design - Develop an initial plan that eliminates pitfalls, uncovers new opportunities, and maps out strategies to achieve your goals

Refine - Revise and recalibrate your plan based on clarified perspectives

Implement - Orchestrate the execution of your plan in collaboration with your trusted circle of advisors

Review - Monitor your progress against your goals, while identifying new needs and opportunities

*Financial Planning offered through Matt's affiliation with Eagle Strategies LLC, A Registered Investment Advisor.