At Protection Point Advisors we believe in developing processes that help our clients meet their financial goals. Our Elevate process focuses on three things: Education, Implementation, and Accountability.
We want our clients to be educated consumers. With the use of our Financial 101 online program and ongoing meetings, we work to ensure that knowledgeable decision are made.
Once a roadmap is developed, we use our Implementation steps to ensure that all actions are completed.
Lastly, we believe that Accountability is a two way street. As advisors we are accountable to our clients for the promises that we make to them; on the other hand, we hold our clients accountable for their part of the plan.
We feel this simple process helps everyone stay on track.