Our Process

At Union Financial Services, our goal is to provide you with a road map to get you from where you are now to where you want to be.

1. Vision: The first step is to create your vision statement. These are your goals and objectives (where you want to be). 

2. Current Assets: Next, we analyze your current assets and investments (where you are now).

3. Plan: The last step is presenting and implementing a plan to align your current assets with your goals (getting from where you are now to where you want to be).

4. Ongoing Review: Sometimes, life plans change, and that is okay. We like to meet with our clients at least once a year to discuss their goals and see if anything has changed (road detour).