Our Process
What To Expect
At Mercier Financial we don’t aim for you to be happy with our service; we want you to love our service so much you can’t wait to tell your friends and family about us!
Step 1 - Initial Interview
You and your primary advisor: Initial interview – gather information about your current financial health, discuss your goals and needs, and develop a financial health assessment.
Step 2 - Team Review
Our team: Evaluate the financial health assessment, identify areas that need attention, and craft a comprehensive plan including investment strategy and wealth management plan.
Step 3 - Plan Overview
You and our advisory team: Follow up meeting to discuss and adopt the investment strategy and wealth management plan.
Step 4 - Implementation
You and our administrative team: execute the wealth management plan
Step 5 - Review Meeting
You and your primary advisor: 45-day follow-up to discuss progress in implementing the investment strategy and address any processing bottlenecks.
Step 6 - Continual Monitoring
Our advisory team: continual monitoring of the investment strategy and wealth management plan.
Step 7 - 1 Year Review
You and your primary advisor: 1-year assessment. Think of this as your 1-year financial “physical”. We check your financial vitals and make sure you’re happy with your plan or identify any adjustments that should be made.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Contact Us
Speak with a Financial
Professional
Please send us a contact request and we will call you to arrange a meeting with one of our highly skilled advisors.