Our Process



At Flick Financial, we walk you through a unique and methodical process to discover the financial plan that is best for you.

We understand that financial planning doesn’t come naturally to everyone. We’re here to help walk you through what can sometimes be a confusing and anxiety-inducing experience so that in the end we all feel confident about what your next steps should be.

First, we gather facts in order to discover and determine your financial needs and goals. Then, we analyze these facts to determine where you are now and how to best proceed to attain your financial goals. After presenting our analysis and suggested solutions to you, we work together to implement a plan. Via annual reviews we help monitor your progress toward your goals and remain accountable to them, making adjustments as factors change. We’re happy to answer any questions you have along the way.