OUR PROCESS


The Baer Kasievich Financial Group is committed to a comprehensive and consultative approach of providing an array of financial services to our clients. Through our process, we aim to take a holistic approach to understanding our clients’ goals and needs, therefore generating a personalized wealth plan that is tailored for them.

The Baer Kasievich Financial Group’s wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.

Step 1
Establish and Define the Client-Advisor Relationship
  • Invest time to learn about you, your family, and/or your business
Step 2
Gather Client Information and Data
  • Assess Your Financial Situation
  • Commit to gaining deep understanding of your goals, challenges, and values
Step 3
Data Analysis & Plan Development
  • Creation of Customized Strategic Asset Allocation
Step 4
Present the Plan
Step 5
Adopt the Plan and Create Implementation & Action Plans
  • After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform
  • Integration of Tactical Asset Allocation. We can implement short-term adjustments seeking to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Step 6
Monitor the Plan
  • We conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs