At Tremblay Financial Services we believe that a clear roadmap is essential to a successful financial plan.

Our comprehensive financial planning approach involves the following:

Getting To Know You
The first step in preparing a financial plan is getting to know the client. We seek to learn who you are from a financial standpoint: identify your goals, time horizon (when you are planning to retire or some other future event), your investment objective, and generally just learn more about you and what you want.

Development of Financial Plan
After getting to know you, we analyze numerous investment products that independently meet your investment needs and objectives. We also bring together any other important advisor (attorney, accountant, banker, realtor, etc.) to ensure everyone is working toward a common goal and support in the development of your financial plan.

Delivery and Execution of Financial Plan
After development of your plan, we put the plan into action. However, the Tremblay Financial Services approach does not involve a one-time preparation and delivery of plan where the investment runs on auto-pilot.

We understand that events in the financial markets and circumstances in our lives often cause our financial plans or objectives to change. Our approach involves frequent plan reviews and communications with you to stay alert of these life changing events to allow us to make timely appropriate or necessary adjustments to your plan.