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:

Assess

We start by understanding and clarifying all your financial goals and priorities — and discover your true expectations and deepest concerns surrounding your financial life

Build

We use personalized strategies to build a comprehensive plan designed to give you the highest probability of achieving your goals in the most cost-effective and tax-efficient way

*No strategy assures success or protects against loss.

Manage

We provide discipline, perspective, and ongoing advice to help you stay focused on your long-term plan and tracking toward your most cherished lifestyle goals

Mercer 360 Process