Grace Financial Advisors LLC
20160622_110309 (1).jpg

Process

How We Can Help

The Process

We look at the big picture of your finances, and provide you with objective advice, utilizing a four step process:

  1. Initial - Much of our initial discussion time will be focused around your goals, hopes, dreams, fears and needs, so we can get a clear picture of where you are and where you want to go.
  2. Plan - We view your situation through the prism of Biblical stewardship, and develop a plan with Biblical principles at its core.
  3. Implement - Once a plan is developed and agreed to, we will work together with you to put it into action.
  4. Monitor - After implementation, we review your situation periodically and make adjustments as needed.

Compensation

Grace Financial Advisors LLC is committed to fee transparency. Our compensation is calculated as a percentage of managed assets, an hourly fee or project fee. All fees are disclosed prior to client engagement and throughout the client relationship.