How we work - Ostrow Financial Group

In tune with reality, we have developed a fee-based financial coaching and management process that allows our clients to take timely and well planned steps towards their financial security. This process follows a number of logical steps:

		I. Establish a comfortable relationship between the client and the coach. We will care for you and your family's financial future as we do our own, because we realize that your goals and dreams are every bit as important to you as ours are to us.
		II. Research, analyze and understand the client's goals, concerns and financial situation. We vow to take the time necessary to listen and provide the professional guidance needed to help our clients achieve their financial goals.
		III. Develop a client specific set of options and recommendations that not only make financial sense, but fit comfortably with the client's personality based on the result of the research. We will refrain from recommending any strategies that involve any variations of stock picking, market timing or reliance on past performance of an investment. Past performance is not indicative of future results.
		IV. Educate the client on the proposed solutions prior to implementation. We believe the financial markets are efficient and will teach this concept as the basis of management of your investment portfolios.
		V. Implement the solutions in a timely and professional manner.
		VI. Monitor and evaluate the performance of the plan and make the appropriate adjustments as the client's goals, interests and concerns transform over time.
		VII. Educate the client on various financial matters.