Broker Check
(631) 319-8655
stevensilber@silberfinancial.com
Account Access

Our Process

It's All About You

The only thing we are interested in is what you want to accomplish. We want to know what you want out of life — for yourself and your family. With over 26 years of experience in managing the financial lives and wealth of hundreds of clients we have the expertise to evaluate where you are in relationship to your goals and create a plan to work towards achieving them. We will gather information, then formulate recommendations, and help you get started with your financial plan. Once implemented, we will monitor it to ensure progress toward your goals, now and in the future. With this philosophy in mind, we will recommend strategies to get you where you want to be. We will then continually monitor your financial situation, through periodic reviews, to ensure that you remain on track. You and your goals remain the focal point of our recommendations and strategies at all times.

Building a Foundation

  • Our first meeting is about getting to know you.
  • We want to learn as much as possible.
  • What are your goals?
  • What are your dreams?
  • What do you want out of life?

Understanding your needs

Together we will clarify your specific vision, values, priorities, and goals.

Our conversation will expand to include questions about your financial life and, as appropriate, your investment experience. With a deeper understanding of your needs, we can begin our work on your plan. We will help you manage your assets every step of the way.

Financial planning is much broader than just your investments; it’s about leading the life you want. Do you want to retire early or buy second home in the mountains? Let’s craft a plan to get you and your family there. We don’t create one-and-done financial plans that collect dust on a shelf. Instead, it becomes an active blueprint that keeps you on track and leads you to where you want to go. In order to craft a blueprint as unique as you and your family’s needs, I follow a 3-step process:


1. After scheduling your no obligation 30-minute consultation and we decide it’s a good fit, we’ll conduct a holistic review of your current financial situation. Based on our review, we will quantify all the information you share to develop measurable goals.

2. Everything will be mapped out clearly to illustrate how you’ll get from where you are now to where you want to go. During this step, we’ll also determine if there is an opportunity to actively invest your assets and what options may work best based on your risk tolerance and time horizon.

3. Your financial plan is never final. We'll work alongside you to update your plan throughout the years as your life changes. New job? Baby on the way? Experiencing health changes? Your plan will grow with you and your family’s needs and will be reflective of your life changes.

Have a Question?

Thank you!
Oops!