Our Process
Why work with us?
At CROPO Financial Group, we design a financial roadmap that works specifically for you. We know the value of being protected. Together, we can help get you there.
Our Approach
It’s important to us that we set you on the right path, with a plan that will help protect everything you’ve worked so hard to build. Through our four step approach, we get to know you and your business - your goals, vision, and what matters most.
Our Approach
It’s important to us that we set you on the right path, with a plan that will help protect everything you’ve worked so hard to build. Through our four step approach, we get to know you and your business - your goals, vision, and what matters most.
1
DISCOVER - It starts with an introductory meeting, where we gather key information about your current situation, what your wants and needs are for your business and personal interests, and determine where you see yourself today and tomorrow.
2
PLAN - Our trusted team of tax and wealth management experts, in consultation with your accounting/legal advisors, work to develop a comprehensive strategy that will determine the best way to help you achieve and exceed your future financial goals. Once we have a final plan in place, we present our recommendations to you, and get your sign-off and commitment to move forward.
3
IMPLEMENT - We are now ready to put your plan into action, keeping you involved and informed along the way.
4
REVIEW - As your business continues to grow, you may need and want to make adjustments to your plan to better align with your ongoing goals. Regular annual reviews and check-ins will ensure you stay on the right track.