Mercer 360 Process
Mercer 360° Process
Financial planning is not a static process -- it is fluid and dynamic. As your life changes, your needs and priorities will change too.
We provide ongoing advice to assure we can prepare for the critical financial events in your life with confidence and clarity.
Our proprietary 360° Process is designed to bring all the pieces of your financial life together into one comprehensive plan.
We do this through a thoughtful and consultative three-step approach: