Our Process

At Juniper, we understand that every one of our clients has unique needs. So there’s obviously no one “cookie cutter” solution that works for everyone. That’s why we have developed a process for us to get acquainted and become familiar with your estate and financial goals before we develop and implement your plan. Here are the basic steps in our process:

Meeting 1: After a brief phone call to gather some basic information, we will follow up with a detailed list of documentation that we need for our first meeting. The first meeting focuses on collecting and discussing information that leads to your customized, comprehensive, written financial plan.

Plan: We deliver the plan for your review and invite you for our second meeting to discuss the results.

Meeting 2: Here we discuss the various options presented in the plan to come up with a strategy designed to best meet your retirement goals. At this step, our expertise and analysis help guide you through our recommendations.

Meeting 3: This is where we implement the investment advice we gave you, if you so decide to complete the process and allow us to become your investment advisor.

Ongoing services: We will be at your side to monitor your investments and help you plan into the future.


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Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.