Our Process

Let’s Connect

Initial phone consultation to answer a few simple questions and schedule a time to meet for the next session.

Financial Education

In this session, we’ll empower you with the financial knowledge and tools you need to confidently take control of your money and move toward true financial independence. At the end of this session, we will schedule our next meeting to go over the next step.

Financial Profile

By this time, you will have a lot more clarity and have a chance to discuss with your family. This session is designed to understand your Time Horizon, Risk Tolerance, Affordability, and Sustainability

At Auxano Financial Services, we take a dynamic, adaptive approach to financial planning—moving at your pace and evolving as your life and priorities shift. To make the process seamless and efficient, we can conduct our meetings virtually or in person, saving you time while simplifying your experience. In-person is the most effective way to build a relationship. Our journey is not for a short term journey but we will be with you every step of the way in the entire process.

Strategy Development

Once we understand your priorities, we begin crafting a personalized strategy that aligns with your financial goals.

Initial Plan Review

We analyze your objectives, assess your financial standing, and present actionable insights for your consideration. Our interactive planning technology puts you in control, allowing you to explore different scenarios if desired.

Implementation

With your financial strategy in place, it’s time to turn insights into action. We guide you through every step of implementation, streamlining the process to ensure a seamless and stress-free experience.

Ongoing Review

Financial planning is an ongoing process that evolves as your life changes. Whether it’s a career shift, new financial goals, or growing family responsibilities, we adapt your plan to keep pace with your journey. Our service is built around your needs, giving you access to guidance when you want it.

We schedule regular reviews to evaluate progress and make necessary adjustments—ensuring your financial plan stays aligned with your aspirations.