Process Wheel Graphic

We understand the things that are important to you, and our relationship with you and the process for securing your family’s future begins with that.

At Johansson Financial, we utilize a unique six-step process when working with our clients. It begins with getting to know you and what matters most in your life, and figuring out where you are right now financially, and where you want to go. From there, we work as your partner to chart the best course of action to help you achieve your goals and objectives while adhering to your personal tolerance for risk.

Once you’re on the selected path, one of the great service benefits you will receive from us is that we stay in contact with you, and continue to monitor your progress. We make adjustments as needed as you transition through the different phases of your life. Read below for more details about the various stages of our client-centric process.

Step 1: Review

Step 2: Analyze

Step 3: Develop

Step 4: Coordinate

Step 5: Implement

Step 6: Monitor