The Advocate Group

Concierge Financial Planning & Investment Management

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You are here: Home / Our Process

Our Process

At The Advocate Group, collaborative relationship building is our top priority. The better we know you, the more we can add value to your life!

Here are the steps we use to help you accomplish your goals:

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Understand the Fit

Before we start working together, we believe it is important that you understand who we are. You are investing time and trust with us, and we want you to be comfortable with our philosophies on financial planning and investment management. Who are we? How do we work with you? What is our fee structure? Before we go anywhere with you, we want you to discover that it is our job to remove as many surprises from your life as possible. That starts with our relationship, on day one.


Determine What Needs to Happen

True wealth cannot be created with ten short questions. Life is a series of competing objectives and it takes time and effort to sort through them to develop your specific plan. We spend time with you to understand how you achieved your financial position. We work with you to clarify where you would like to go, what you would like to do, and in what timeframe. We help you clear as many obstacles from your path as possible and prepare as best as we can for those obstacles we cannot yet see.


Design the Plan

You know who we are, how we work, and what needs to happen to get you to a place of financial happiness. Now we need to draw out the plans to make this goal of success a reality. How do we do this? We establish your priorities and get to work on predicting the measurable outcomes. Once this is done, you will be presented with a list of manageable actions to get the ball rolling, all based on the priorities we have discussed. No cookie-cutter plans, and no “one size fits all.”


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Get Down to Business

This is the most important step in the process for you! It is now your turn to take the list of actions we have provided you and implement them faithfully. Don’t worry, we haven’t abandoned you. We don’t like homework either, so we will be available to you and work with you as much as possible to get through the goals without losing progress.


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Take in the View

As you continue to practice the steps outlined in your plan, you will be able to monitor your well-earned milestones and re-adjust your goals as you go. We will be with you every step of the way, and we are excited to hear about your upcoming progress!


Contact us for more information or to schedule a consultation.
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601 Carlson Parkway, Suite 1100 • Minnetonka, MN 55305

Phone: (952) 693-2630 | Fax: (952) 693-2631

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Investment advice offered through The Advocate Group, LLC, a Registered Investment Advisor.

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