Our Process

Let's Talk Goals and Objectives

Our initial call will introduce you to the plan and allow us to gather information to ensure we align with your needs.

We're Committed

Our Team will send you a follow-up email to confirm your interest in the program. At this time, you will be sent a New Client Information Form to begin the onboarding process.

All Aboard

An Agreement will be sent through AdvicePay for signature by all parties we will be servicing. Once the Agreement is signed, your 1st month’s Invoice will be sent through AdvicePay.

Now It's Time to Plan

Our Team will send you a Financial Planning Form and Budget Template to prepare an analysis of your current financial situation and present you with a realistic assessment of your financial condition going forward.

Time to Take Action

With every plan we provide action items based on our recommendations. Davis Financial Services will support you in areas that require our assistance in their completion (i.e. Insurance, Investments, Taxes).

We're Here for You

Our team will check-in with you periodically to see if you have any concerns and how you are tracking against your goals and action items.

Ready to Get Started?

Thank you!