Focus

During the summer months, our schedules are not as full with client meetings which gives us time to focus.  We, like our clients, enjoy having the time to spend some summer days with our families and friends.  This is usually our personal focus for the summer.  We also take this time for professional focus as well.   

One of our goals as a team is continuous improvement. The focus on improvement starts with the client's vision.  It's more than a tag-line that is used with our logo.  It is the core of what makes our firm what it is.  Everything stems from the client's vision, that is why it is our focus.

In this ever changing financial enviroment with new rules and regulations sometimes dominating the discussion, we are using this time to take a closer look at our clients' experiences.  We want to make sure we are fully understanding each client's vision and are clearly illustrating how their financial plan fits into that vision.  Part of what helps us implement what we illustrate are the processes we use.  In my role with SPFG , my core focus is reviewing our firm's processes and creating new ones where necessary.  These summer months have been filled with finding new techniques and concepts to learn that will enable our team to continue to improve our clients' experiences.  

Focus is not always easy, but our focus becomes our reality. 

Your vision. Our focus.