Our Process

We take an aggregated approach to working with our individual clients. We provide a thorough and flexible process that can grow with our clients throughout their lives to help meet their changing needs and objectives.  

Over the course of 3 meetings, we take the time to get to know our clients and establish a foundation of trust.  During the first meeting we dive into our client’s current financial situation, discuss any concerns and explore their future goals. This meeting provides the groundwork for establishing strategic and specialized strategies to help achieve our clients short- and long-term objectives.

Once we establish this foundation, we meet a second time to review the strategies that can help provide solutions to our clients concerns while still pursuing their financial goals. It is extremely important to us to take the time to educate our clients on the unique details of each plan and explain the rationale as to how this plan solves their objectives. The client then usually takes some time to digest this information and choose the plan they feel will be most successful.

During the third meeting we revisit the finalized plan and address any changes or concerns before taking the next steps of implementing the plan.  Plan implementation can take a few meetings depending on the client’s needs. Unlike other financial firms, NBG personally meets and strategizes with the client’s attorney and CPA so that their financial, legal and taxation will all be incorporated into their master plan. If our clients do not have an attorney or CPA, we can help guide them to find the perfect team of individuals that will ensure their financial success.

We understand that financial situations change and implemented strategies may need to be adjusted to help meet new objectives and goals. Once an action plan has been developed, we periodically re-evaluate the strategies, investments, or products implement to determine if any changes are needed.