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The Financial Blueprint
The Role of the
Advisor
The advisor acts as the “architect” of the financial
plan.
The financial plan is the “blueprint” that
is used to create a design that reflects the goals,
objectives, and dreams of the client.
The advisor is able to create the structure
that incorporates all areas of the client’s financial and life
goals based upon experience, understanding, and
creativity.
As with any building project, a
"Critical Path" must be developed
based upon the priorities of the client and the planning
sequence that is required to develop an accurate model.
SFMG
5310 Harvest Hill, Suite 226
Dallas, TX 75230
(972) 960-6460
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