3520 Executive Center Drive,
Suite 124 | Austin, TX 78731

Approach to Financial Planning

At Ark Financial,

We utilize a much more comprehensive approach to tax efficient financial planning than is found anywhere else in the industry.

1. Relationship and Discovery

We believe that in order to help you develop the most successful financial life plan we must first understand your goals and objectives on a deep level. We want to understand what makes you get out of bed in the morning. In this initial stage we assess where you are now and identify the gaps and goals to develop a strategy to meet your objectives. We will create a complete personal and financial profile of you and your family or your business, which will become the cornerstone of our relationship.

2. Analysis & Planning

Education is the foundation on which we have built our business. We want to provide you with the tools your need to make smart tax efficient financial planning decisions. Only when you are educated about your current finances can you begin to recognize new opportunities for growth. In this stage your financial advisor will complete a thorough assessment and analysis of your current financial situation to help you to understand your strengths and weaknesses, and empower you to set and attain higher goals.

3. Plan Implementation

A plan is only as good as its implementation. Once you have established your financial objectives and have worked with us to develop a plan to meet them, we will be with you every step of the way as you implement that plan. We will coordinate and document your financial journey so you end with comprehensive records. We will work with you, your CPA or attorney, and any other advisor necessary to build the best team possible for you.

4. Review & Optimization

Every great plan needs consistent review and optimization to maximize its effect and ensure that your needs are met on an ongoing basis. As your priorities and level of financial success change, your goals will also shift. We can give you continuing peace of mind that your financial affairs are on track so you can get on with your life with the confidence achieved only through financial security and freedom.