The PFG Process

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For over 30 years, Power Forward Group has helped thousands of individuals and families prepare for the unexpected, plan for the future, and live comfortably today. It is our goal to take the stress of financial planning off your docket. 


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I. Discovery

"You learn about us; we learn about you."

We will explain the PFG Philosophy and our proven concepts and techniques. After entering into a Non-Disclosure Agreement, you will share your financial picture and goals with us.

 
 
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II. The Snapshot

"Focusing on your financial picture."

Here we will bring your current finances into focus with an emphasis on your career, lifestyle, and long-term goals.

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iii. the game plan

"Powering your financial future forward."

We will present an analysis of your current plan and our recommendations to help you achieve your goals going forward. Tax ramifications, savings strategies, and risk diversification are at the forefront of the plans we develop.