The Prestwood Process
At Prestwood Financial Group, we follow a proven process with every client that allows us to understand you, identify what's important, develop a plan, and work on your behalf to help you reach your objectives.
Getting to know you and your needs, wants and wishes
During the initial discovery meeting, we will help you paint a road-map of your life and your current financial surroundings as we discover who you are, what is important to you, and see how we might be able to help you plan for and achieve a better tomorrow.
Researching the right set of options for you
Based on your needs, we will research several options and work diligently to find the right vehicle to guide your investment down the path to meet your goals.
Mapping a plan of action to help you reach objectives
What is best for one person may not be right for another. This leads us to our process of customized plan design with each client, where we construct portfolios to fit your specific needs.
Setting your strategy into motion
During this process we will establish your financial accounts and coordinate the steps in aligning you with your financial plan.
Navigating you through opportunities and obstacles
On a regular basis, we’ll continue to monitor your progress, make adjustments, and report on how you are doing. As your financial life changes, we’ll help you stay on course.
Voya Digital Adviser
Open an account with just