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One Process

Previewing the Actions

Before building a plan, we want to get to know you and what is important to you and your family. At our initial discovery meeting, we gather information about you on a financial and personal level. This helps us to better understand where our services can most be of use. We also believe that transparency is vital to a successful plan, and that’s why we’re proud to work with other talented professionals outside of our firm to be part of your financial future.

An effective planning process is based on two key aspects of financial planning: risk assessment and liquidity needs. Your financial plan must ensure enough liquidity to allow you to access funds when the situation calls for it. It must also take into account key stages of life. This can include preparing for major life events, such as retirement, death, and the potential occurrence of disability or critical illness. These are all accounted for in your risk tolerance, which will allow you to stick to your plan if the markets become turbulent.

<b>Taking Necessary and Deliberate Steps</b>

Taking Necessary and Deliberate Steps

With these goals in mind, the first step in building a comprehensive plan is to assess total financial planning needs. This involves a consideration of important milestones such as retirement, insurance, major purchases, educational costs, and any ongoing financial management strategies. Once these factors are identified, you’ll be prepared to choose products and services that align with your needs.

This goal-based financial planning approach is designed to help:

  • Define customized short and long term goals that ensure suitable financial products and services are chosen
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor the plan to ensure it meets changing needs and circumstances

A Team Approach Designed For You

One of the unique aspects of MidWestOne Investment Services is our team approach to client services. We hire and retain excellent employees from diverse backgrounds so that each member of our team is able to help every client we serve at any time. You can rest assured that someone from our team will always be available to answer any questions you may have. We strive to provide the unparalleled customer service that you will come to expect from us.

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you pursue your dreams.

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