Wealth Advisory Process

Infocus Financial has adopted the following five step process intended to meet your planning needs at every level.

Manage Wealth


Conduct a Discovery Interview in order to profile your goals and objectives.

Implement an Action Plan


Appraise your Assets and Resources in order to perform a Gap Analysis.

Discover Goals and Objectives

Evaluate Options

Provide appropriate options including an Asset Allocation Strategy, Investment Policy Statement, Insurance Audit, Wealth Protection Strategies, as well as Tax Efficient Strategies.

Appraise your Assets and Resources


Implement customized strategies in your Action Plan that includes the evaluation and selection of specific investment managers, insurances as needed, along with wealth protection and tax reduction concepts.

Evaluate Investment and Tax Strategies

Manage Change

Monitor the change that may occur in your plan and provide Progress Reports.