{"id":808,"date":"2021-07-28T08:29:39","date_gmt":"2021-07-28T12:29:39","guid":{"rendered":"https:\/\/www.garrettandrobinson.com\/?page_id=808"},"modified":"2023-10-27T11:56:23","modified_gmt":"2023-10-27T15:56:23","slug":"our-process","status":"publish","type":"page","link":"https:\/\/www.garrettandrobinson.com\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\tIntroduction & Discovery\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tWe begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your money to do for you.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tData Gathering\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tThink of this stage as working with an architect to gather important data to begin the process of designing your financial blueprint.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tYour Financial Blueprint\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tThrough each of the rooms, we will work together to finalize your plan. Like the story of The 3 Little Pigs, we will devise a blueprint that helps you and your family build a \u201chouse of bricks\u201d so you can live the lifestyle you deserve and preserve the legacy you\u2019ve worked so hard to achieve.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tMatching Investment Risk to Your Financial Blueprint\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tThink of this stage where the architect and builder come together to finalize your first draft of your financial blueprint. This is the stage where we will determine what rate of return you need combined with your risk aversion points. We will also recommend solutions to help you protect, build and maintain true wealth.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tYour Financial House\u2122 Implementation\t\t\t\t\t\t\t<\/h3>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t
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\n\t\t\t\t\t\t\tWe aren\u2019t a \u201cset it\u201d and \u201cforget it\u201d firm. We set your financial blueprint in action, then consistently monitor your plan and keep in touch with you. As life happens, we\u2019ll make any needed updates to reflect your major life changes or market conditions.\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Straightforward Fees<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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You should know what you\u2019re paying your advisor and how we apply those fees to your investments. We\u2019ll explain our fee structure so you have confidence that you\u2019re receiving value from your advisor.<\/p>

The problem with commissions? They have a way of interfering with sound recommendations. Instead, we are fee-based in order to be the very best steward of your financial future.<\/p>

We don\u2019t work on commissions. Instead, we earn our pay through insight and prudence, not churning sales. We stake our growth on your growth, on your performance year after year. So, our clients see us as their long-term partner.<\/p>

You succeed\u2014we succeed.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Remote Clients<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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The pandemic changed our day-to-day lives. Through the ups and downs of social distancing, our office expanded its capacity to offer remote meetings. As a result, a select group of our clients have informed us they would prefer to meet remotely as an option while we hopefully move into a post-pandemic world.<\/p>

Experience the difference to have the choice to meet with our advisors remotely from the comfort and safety of your home or office. We follow the same process we do in person and you are still the focus of every meeting.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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In-Home Visits<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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We make house calls.<\/p>

Even though times have changed, we\u2019re still like the old doctors who years ago treated the majority of their patients at their home instead of the hospital. For many of our clients, mobility and accessibility can be an obstacle. Furthermore, the pandemic has changed the way a select group of our clients want to stay safe and healthy from the comfort of their own home.<\/p>

Experience the difference to have the option for our advisors to meet with you at your home. We follow the same process we do in person and you are still the focus of every meeting.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Introduction & Discovery We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your money to do for you. Data Gathering Think of this stage as working with an architect to gather important data to begin the process […]<\/p>\n","protected":false},"author":5,"featured_media":1361,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":"","_links_to":"","_links_to_target":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/808"}],"collection":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/comments?post=808"}],"version-history":[{"count":38,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/808\/revisions"}],"predecessor-version":[{"id":1718,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/pages\/808\/revisions\/1718"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/media\/1361"}],"wp:attachment":[{"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/media?parent=808"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.garrettandrobinson.com\/wp-json\/wp\/v2\/oi_page_folder?post=808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}