Our Process

At Barchetti Financial Services we utilize a three step framework to ensure your comfort, understanding and confidence with your financial future. 

Initially, we will take time to gather information around your financial situation. This includes your goals, risk tolerance, lifestyle factors, assets and liabilities. This information gives us context to map the most applicable route for you.  

From here we present our suggestions and based on your preferences, we will create a strategy to move forward with. It is important to us that we are on the same page with your financial plan. 

Finally, we will continue to monitor your investments as well as conducting periodic reviews. We will make adjustments accordingly based on changes in market climate, economic impacts or lifestyle shifts.