Process

At Boyce Financial, we believe each client is unique and has special needs and circumstances. Our six-step process ensures that we have a comprehensive understanding of your unique situation, allowing us to develop a personalized plan for achieving your goals.

The first step in our process includes taking time to listen to you and understanding your entire financial picture. Through these initial discussions, we gain a better understanding of how we can help you achieve what's important to you.

In this meeting, we ensure that we have a clear understanding of what is most important to you. Then we thoroughly review financial documents and conduct research to create a customized strategy for achieving those goals.

This is the most important part of the consultation process, where you will review our recommendations before making any commitment. You deserve a partner you can rely on, and this is one way we work hard to earn trust in every interaction.

We help you in the ongoing execution of your plan, especially helping you manage the paperwork that arises throughout the process. Together, we guide you through the complicated or overwhelming aspects of implementing your investment plan.

We believe in managing relationships, not just portfolios. We take our financial planning responsibilities seriously. Our regular communications and progress meetings begin the process of constantly evolving your plan to change as you do.

We continually research creative solutions and add a personal touch that is unrivaled. Each of our advisors is committed to helping you prepare to live the life you choose throughout your retirement years.