Our Unique Process

Client Introductory Meeting

 

Client Data Gathering

 

eMoney Access

 

Comprehensive Financial
Planning Client

 

Needs Based Client

 

Wealth Management Solution Client

 

Personal Financial Planning

 

Business Financial Planning

 

Strategy Session

 

Strategy Session

 

Estate Planning w/ Attorney(If needed)

 

CPA

 

Presentation & Implementation

 

Annual Review

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Neither Sky Financial Group LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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