• Get Started
  • Contact

    Facebook-f Linkedin-in Instagram

    Business Advisory and Wealth Management

    The Putman Financial Group Process

    Our client experience is extremely important to us. We want to make sure we work with people we can help. In turn, we want to make sure that you are ready to work with us. It is our experience that a well defined and structured process removes uncertainty and provides a peace of mind to those that we meet and work with.Engaging a professional is an important step that must be evaluated with due care. As such, we have in place a consistent process that is designed to assist us and you.
    Brief introductory call

    The purpose of this call is to discuss our engagement process, our services and what we do, as well as, discuss the needs of both your business and individual tax, accounting, consulting and wealth management needs.

    Delivery of Firm Introduction Kit

    Our FIT Kit provides additional information about our firms, our team, our philosophies and sets forth what you should expect from us, as well as, what we expect from you.

    FIT Meeting

    FIT meeting to determine that our services are in line with your goals and to ensure that we are mutually committing to a long-term relationship fully understanding each other.

    Discovery meeting

    This is where we gain an understanding of yourvision, goals, objectives and those dreams and promises that are most important to you. With this understanding, we are able to provide a structured approach to your needs and our services.

    Review meeting

    This is when we discuss and review your customized plan and package options. Since there is no such thing as one size-fits-all solution, we want to give you a choice of different packages, so you can choose the one that best meets your needs. Each of our packages can be further tailored so you get exactly what you want. We find that this provides our clients complete certainty over price, while we build the best service offering that meets your needs. We will address any questions, such that you have a complete understanding of your plan. We will then ask for your approval by issuing a proposal / engagement letters and the setup of your payment options.


    Following receipt of our signed proposal / engagement letter, we will begin onboarding, review and implementation of your services. During this process, we will provide an implementation schedule, schedule of deliverables and atimeline that details the task responsibilities of your services.

    Once onboarding has been completed, monitoring and review meetings are scheduled in accordance to your selected services.

    “If you quit on the process, you are quitting on the result”  Idowu Koyenikan

    Scroll to Top