Clients of Seguin Financial Group are taken through a carefully designed process which allows our firm to better understand our client's needs.  Through this process we provide a customized approach to financial freedom which includes client education in order to maximize confidence in the solutions offered.  The path to choice process includes:

1) Build Foundation

Discuss expectations
Review our firm
Disclose fees
Assess holdings
Get to know you

2) X-Ray

Provide assessment of Insurance and Investments
Review and assess risk
Goal setting
Fact find (for plan) and Report Card
Set next action

3) Blue Print

Solidify process
Provide Plan of Action (include Navi Plan)
Discuss implementation
Provide Report Cards
Identify gaps for future meetings

4) Implementation

Provide summary
Delivery of all documents
Provide preview of next 12 months

5) Analysis & Inspection

Ensure plan is on course
Obtain client feedback