The First Step

THE FIRST STEP

When you're ready to take your first step toward financial independence, we're ready to help. We make working together easy with our client-driven approach where we will develop a unique plan based on your individual needs.

WHAT WE OFFER

We believe that our clients receive the greatest value through an ongoing relationship that is built together on trust and with mutual respect.  As a multi-generation family office, we have collectively been through many of the trials and tribulations that you encounter at various stages of life.  With our extensive professional experience, coupled with this real-world experience, we are well positioned to help you and your family identify your financial goals and create a realistic plan to address your needs.


STEP 1. LET'S CHAT

Schedule a no-cost initial appointment so we can get to know each other. During this 30-minute conversation, we will discuss a little about your finances to determine if The Flanders Group is right for you.

STEP 2. BUILD A PLAN

Based on our initial meeting, we will work together to formulate a unique plan based on your goals, needs, and the full scope of our advisory relationship. We'll do the hard work so you don't have to.

STEP 3. STAY ACCOUNTABLE

Once we have your unique financial plan in place, we will help to determine how to handle the actionable items of your plan, and we will then hold you accountable each step of the way.

STEP 4. RELAX

Increase your clarity and reduce financial worries. With our client portal, you will be able to see all of your finances in one easy-to-use place, accessible via your phone, tablet, or computer.

 

PICK A PLAN TO SUIT YOUR NEEDS


​HOW WE HELP​ 

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