Our Process

We believe the success of an asset management model hinges on adherence to a process that is not based on emotion or today’s headlines. With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. At Bast Financial Group we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value.

We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence.

Planning Horizon graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC.