Clayton Taylor Financial Advisor, San Antonio, TX Videos

Once we've implemented your initial financial plan, we will meet regularly to monitor your plan's progress and discuss any necessary updates to keep your strategy on track during our Standard of Care Review Meetings. If you're ready to get started, don't hesitate to reach out! #financialplanning #planningprocess #financialadvice

Once we're on the same page regarding your financial plan, we will begin the necessary work to implement your chosen strategy. We'll also spend time reviewing your first statements together to make sure you fully understand them. #financialplanning #retirementplanning #financialstrategy

The Solutions Meeting is where we'll present our recommendations for your unique financial plan. It's important we confirm your goals and allow your and your family to select the strategy that you feel best fits your needs. #financialadvisor #financialplanning #financialsolutions

During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies. #strategy #financialadvice #financialservices

During our blueprinting meeting, we will collect all the necessary information to allow us to match your strategy to your goals. This is an important step in uncovering what options are available for you, your family, or your business. #FactFinder #financialplanning #financialblueprint

Let's dive a little deeper into Our Platinum Advisory Process that I introduced a couple days ago, starting with the initial meeting, the "Personal Insight Meeting." During this session, our main goal is to get to know one another. We'll discuss your goals and priorities and find out whether we are a good fit to work together. Check out the video below for more information regarding the Personal Insight Meeting. #financialservices #financialadvisor