Our Process

Our Process for Your Confidence

Our defined process helps us to understand your overall financial picture and your goals.  This consultative approach is what makes Harbor Financial Group.  We work to create a custom plan that coincides with your long-term objectives.


Initial Meeting


Initial Meeting – We’ll begin with an initial discussion that will give us both a chance to make sure your situation and needs match our experience and services. If we both agree it’s a good fit, we’ll move forward.

Data Gathering – Next, we’ll ask specific questions to help you articulate your current financial picture and where you want to be in the future. We’ll also provide you with a risk tolerance questionnaire to help us determine your investment objective.

Data Gathering



Financial Planning


Financial Planning – Utilizing all of the information you have provided us, we’ll begin the financial planning process through eMoney Advisor. This innovative tool allows us to convert your needs and goals into actionable recommendations for you.

Plan Presentation – Once your plan is completed, we’ll provide detailed insight into the rationale behind each recommendation. At this point, we’ll review multiple scenarios we’ve prepared with your unique goals in mind.

Plan Presentation




Implementation – We can now begin implementing the agreed upon recommendations. Our team will work side-by-side with you as you begin your agreed upon investment strategy. From completing paperwork to specific service requests, our team is here to help.

Review & Monitor – Since financial planning is an ongoing process, we will meet with you regularly to review your financial plan. Our Investment Planning Committee meets quarterly to review portfolios, discuss market outlooks, and make appropriate suggestions based on changing economic conditions.​


Review & Monitor


Get Started Today!

Isn’t it time to work with a wealth management and financial services firm that is thinking ahead for you? Call or email us and schedule a consultation. We look forward to getting to know you!

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