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     Testimonials

Our Process:Whether your goals involve building wealth through investing, planning for a comfortable retirement or protecting your estate, Toi Salter, CFP of the Sanmar Financial Network can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. Our process begins by having a consultation to understand you, your needs and goals and to familiarize you with our capabilities and benefits of working with our organization. This process is crucial to determine if there is a fit between both parties. Once an agreement is made to work together the process we follow in completing a financial plan* consists of:

1. Establishing & Defining client/planner relationship
2. Gathering information/data - Quantitative and Qualitative
3. Analyzing & Evaluating data/information
4. Developing & Presenting Financial Planning Recommendations and/or Alternatives
5. Implementing Recommendations/Plan
6. Monitoring the Recommendations/Plan