The Process

Every Medeiros Financial Services, Inc., client begins their relationship with a comprehensive interview to review their current financial situation and clarify their financial goals. In addition to understanding how our clients have invested in the past, it is important for us to understand what improvements they are looking for as they begin a new relationship.

We believe that the financial planning is a process that must take into account qualitative as well as quantitative factors. The recommendations we make to our clients must allow them, as well as us, to sleep at night knowing we are not taking risks that are outside of our tolerance level.

After the initial interview, we create a plan that should allow our clients to pursue their goals without taking unnecessary risk. This plan is presented within two weeks of the initial meeting. 

The third step of the process is implementation. This is where our guidance sets us apart. As an independent firm, clients have access to the products and services that are truly best for them. We are not driven by sales quotas or contests—only by the desire to help our clients make their dreams a reality. 

Finally, we consider ourselves responsible for providing ongoing monitoring and service to our clients. If changes need to be made, we suggest them. If we believe there are opportunities or potential problems, we alert you. We also take pride in attempting to provide tax-efficient asset management. We know how hard our clients work for their money and we consider it our job to help them keep as much as possible.