At May Financial Solutions, we’re committed to a comprehensive approach that recognizes the distinct and varied scenarios of every individual, family and business. You have a vision for your future and we can help you make it happen by creating a vivid and attainable plan for success. We like to think of our approach to financial planning in three stages: discover, collaborate and succeed.
DISCOVER
We believe it’s important to start all of our relationships with a simple, yet too often overlooked approach: we listen. Our team will take the time to get to know your hopes, dreams, desires and what really matters to you. We often find that our clients have a rough idea of where they want to go, but are unsure exactly what the roadmap to get there should look like, which is where we come in. In this stage, we’ll identify what’s working and what needs to change to put you on the path toward a fulfilling future.
COLLABORATE
Everyone has different desires and priorities when it comes to managing finances. Once we’ve identified your goals and risk tolerance, we’ll work together to implement a solid plan, prioritizing objectives and establishing benchmark goals. By leveraging our partnerships and strategic alliances, you’ll have plenty of options to choose from that will put you on the path to a healthy and rewarding life. We want this stage to feel cooperative, so we’ll listen carefully to your concerns and make decisions based on your comfort level.
SUCCEED
At this stage, we want you to focus on living your day-to-day life without the worry of what will happen next. As things change, we’ll be there to adjust your strategy as needed. You can expect us to periodically check in, plus we keep an open-door policy, so we’re always available to talk through any questions or concerns, no matter how big or small. We make it our goal to get you on track to achieve all your objectives, so you can spend your time enjoying life with those you love most.