Our Process

We provide an interactive experience for our clients. They appreciate that we save them time, money, and make them feel safe in our easy and fun process. Clients have peace of mind and less stress knowing their financial future is in the hands of the Allen Financial Group. Everyone is different and we may amend our approach to suit a specific client, but in general we use the following process to help those we’re privileged to serve.

Step 1: Review

Step 2: Analyze

Step 3: Develop

Step 4: Implement

Step 5: Monitor

Click on the squares to learn more about each step of our holistic planning process

Step 1: Review

Every family’s financial situation is unique. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you.

Step 2: Analyze

We will work with you to help identify and prioritize your objectives and goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once. By breaking down your goals to specific objectives, we help you focus on what is most relevant.

Step 3: Develop

Based on our conversation, with a complete understanding of your intentions, we will recommend the steps that it will take to achieve your goals.

Step 4: Implement

The Allen Financial Group motivates you to act. Plans mean nothing unless they are executed. In implementing your strategy, we work closely with you and coordinate with your third-party professionals. Having your legal, tax, and other advisors involved can help ensure your plans overall success.

Step 5: Monitor

Strategies need to be adjusted periodically as your life and economy change. We will continue to work with you over the years, modifying your plan along the way, as your needs and situation change over time.

Cornerstone Planning Group, LLC (“Cornerstone Planning”) is a SEC registered investment adviser. Cornerstone Planning and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Cornerstone Planning maintains clients. Cornerstone Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornerstone Planning's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Cornerstone Planning's web site on the Internet should not be construed by any consumer and/or prospective client as Cornerstone Planning's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Cornerstone Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornerstone Planning's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for informational purposes only and all users thereof should be guided accordingly. Certain portions of Cornerstone Planning's web site (i.e. articles, etc.) may contain a discussion of, and/or provides access to, Cornerstone Planning's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as a substitute for personalized advice from Cornerstone Planning, or from any other investment professional. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio. To the extent that any client or prospective client utilizes any economic calculator or similar device provided by any unaffiliated third party linked to Cornerstone Planning's web site, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Cornerstone Planning, or from any other investment professional. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, product, or service made reference to directly or indirectly by Cornerstone Planning in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio.