Our Process

A Conversation

Our objective at Ponder Financial Group is to develop a life-long relationship with you built on trust, mutual understanding, and clearly set expectations for your financial goals. That may seem like a tall order, but as with all relationships, we simply start with a conversation.  During this initial meeting, we will ask you questions in an effort to get to know you as a person, not as a number. We will also encourage you to learn more about us, our philosophy, core values, and our approach to client service.

Partnership and Perspective

Once we have decided to work together, we will take our conversations to a deeper level.  Each one of our clients gets full, personalized attention, and we will meet to further explore, define, and clarify your goals.  From these deep conversations and the information we have gathered, we will begin to analyze your situation and craft a plan.

We use state-of-the-art technology to build sophisticated financial models for planning and projecting into the future.  Using a combination of this technology and our expertise, we will create solutions to simplify your financial life, organize your financial plans, and optimize your investments.  We will then share our observations and recommended strategies with you. Together, we will review the options and agree on a cohesive plan of action unique to your individual situation.

Tracking Your Progress

Without action there is no change or progress.  As your partners, we are here to help you put your plan into action. We will assist you in accomplishing the necessary tasks, track your progress, and review the next steps.   As change is a constant in life, we will also continue to adjust and refine your plan to meet your needs.   A successful long-term relationship is our goal and we want to be with you every step of the way.

Contact us today to see how Ponder Financial Group can help you reach financial freedom. 

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