Our Financial Planning Process

Whether you're familiar with financial advisory services or new to it, working with Schadel Financial Group brings forth a distinctive process. Your financial journey with us is a unique and personalized experience, tailored to your specific goals. We start the process by learning all we can about your current situation and aspirations. It’s important for us to understand your values and beliefs so we can incorporate that in you plan. Our process is comprised of four crucial phases that were carefully planned to pave the way for your financial success:

We believe that every successful financial journey begins with a deep understanding of your unique goals and aspirations. By engaging in in-depth conversations, we gather a thorough understanding of your financial situation, enabling us to develop personalized short and long-term strategies tailored to your goals. Our services are built on this foundation, setting us apart from advisors who are only interested in investments.

Unlike a one-size-fits-all approach, our financial planning is customized specifically to address your needs. Regardless of your professional background, whether you're a business owner, corporate executive, or a professional, we are here to help. We strive to design our strategies with your best interests by holding a CFP designation, Series 66 and Series 7 licenses and committing unwaveringly to a fiduciary standard for our advisory clients.

As a CFP® (Certified Financial Planner), we are qualified to provide a range of services beyond investments. Our services include financial planning, investment management, tax and estate planning strategies, charitable giving, and education planning. Whether you're starting a new business, retiring, or welcoming a new family member, we’re here to ensure your financial strategy aligns with your goals.

We take great satisfaction in establishing long-term relationships with our clients. Our collaboration is built on trust, open communication, and a shared dedication to your financial success. Financial Planning isn’t accomplished in one meeting. We continually monitor your plan and work with you to make adjustments as needed. Life happens, and we believe it’s important to have a financial plan that’s adaptable.