Working with Us

Our goal is to Educate, Empower, and Enrich your life. Our process is designed to provide clarity about your finances and help you feel confident about your ability to experience financial independence.

Discovery

Our process starts with a complimentary phone call to discuss:

  • Your immediate and future goals
  • How Mosaic Financial Group works with you

We are not a fit for everyone and will use this time to explore our fit for you.

Analysis

Upon establishing our partnership, we ask you to provide key financial information to help us understand your current financial picture.

Your finances tell a story, and it is our fiduciary responsibility to analyze that story. Our complete understanding of your situation is integral to making informed recommendations to help you achieve your financial goals.

Recommendations

We use the information gathered in our analysis to prepare a complete financial plan that identifies specific tools and recommendations in working toward your financial goals. Some common goals addressed include:

  • Saving money for the future
  • Retiring comfortably
  • Creating a legacy for your heirs or causes you believe in
  • Lessening federal and state income tax burdens
  • Keeping more of what you make
  • Investing aligned with your values, including socially conscious and sustainable investing

Guiding Watch

After our recommendations are in place, we act as your financial advocate and coach to guide you toward financial independence.

Money is a tool that can be used to help achieve your unique objectives. As we walk with you through this process, we will have many candid conversations about your ambitions, needs, and goals. We believe straightforward communication allows us to best support you while upholding our commitment to Education, Empowerment, and Enrichment.

Does Mosaic Financial Group sound like a fit for you?

Contact us today for a 30-minute complimentary consultation. 

 

Mosaic Financial Group, LLC

307 N. Main Street
Mount Vernon, Ohio 43050

mosaic@mosaicfg.com

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