{"id":128,"date":"2023-02-08T20:32:38","date_gmt":"2023-02-08T20:32:38","guid":{"rendered":"https:\/\/www.connorfinancial.com\/?page_id=128"},"modified":"2023-06-05T16:36:07","modified_gmt":"2023-06-05T16:36:07","slug":"our-process","status":"publish","type":"page","link":"https:\/\/www.connorfinancial.com\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"\n<div style=\"height:1em\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>At Connor Wealth Management, we prioritize getting to know you and your family first and foremost. Our expertise lies in helping you transition from the accumulation phase to the distribution phase in retirement. With a keen eye for detail, we\u2019ll help you organize and optimize your assets, aligning them with your goals. Our recommendations are tailored to your unique needs and once implemented, we\u2019re here to provide ongoing management, ensuring that your investments are always working for you. With us, you can expect a comprehensive, cutting-edge financial planning experience, focused on maximizing your returns and ensuring your financial success.<\/p>\n\n\n\n<p>Our process is designed to provide comprehensive and personalized finance planning services.<\/p>\n\n\n\n<div style=\"height:1em\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column process-card has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#f1f1f1;padding-top:2em;padding-right:2em;padding-bottom:2em;padding-left:2em\">\n<h3 class=\"wp-block-heading has-text-align-center\">Understand<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"128\" height=\"128\" src=\"https:\/\/www.connorfinancial.com\/wp-content\/uploads\/2023\/04\/Connor-Wealth-First-Process.png\" alt=\"\" class=\"wp-image-1505\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">First, we take the time to understand your personal background, needs, goals, and financial situtation.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column process-card has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#f1f1f1;padding-top:2em;padding-right:2em;padding-bottom:2em;padding-left:2em\">\n<h3 class=\"wp-block-heading has-text-align-center\">Analyze<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"128\" height=\"128\" src=\"https:\/\/www.connorfinancial.com\/wp-content\/uploads\/2023\/04\/Connor-Wealth-Second-Process-Icon.png\" alt=\"\" class=\"wp-image-1503\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Next, we analyze your assets and goals to develop a personalized plan that aligns with your needs and objectives.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column process-card has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#f1f1f1;padding-top:2em;padding-right:2em;padding-bottom:2em;padding-left:2em\">\n<h3 class=\"wp-block-heading has-text-align-center\">Recommend<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"128\" height=\"128\" src=\"https:\/\/www.connorfinancial.com\/wp-content\/uploads\/2023\/04\/Connor-Wealth-Third-Process-Icon.png\" alt=\"\" class=\"wp-image-1504\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">You then receive our recommendations, and, upon approval, we efficiently implement your plan, and provide ongoing review and management.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column process-card has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"background-color:#f1f1f1;padding-top:2em;padding-right:2em;padding-bottom:2em;padding-left:2em\">\n<h3 class=\"wp-block-heading has-text-align-center\">Communicate<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"128\" height=\"128\" src=\"https:\/\/www.connorfinancial.com\/wp-content\/uploads\/2023\/04\/Connor-Wealth-Fourth-Process-Icon.png\" alt=\"\" class=\"wp-image-1507\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Finally, we communicate frequently encouraging our clients to manage assets efficiently, to adapt, and reach their financial goals.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:1em\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>*Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Connor Wealth Management, we prioritize getting to know you and your family first and foremost. Our expertise lies in helping you transition from the accumulation phase to the distribution phase in retirement. With a keen eye for detail, we\u2019ll help you organize and optimize your assets, aligning them with your goals. Our recommendations are [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":509,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"Discover our welcoming and simplified process for personalized comprehensive financial planning.","post_cta":"Let\u2019s get to know you, Secure Your Future Now, Book a free consult now.\n","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/pages\/128"}],"collection":[{"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/comments?post=128"}],"version-history":[{"count":0,"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/pages\/128\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/media\/509"}],"wp:attachment":[{"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/media?parent=128"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.connorfinancial.com\/wp-json\/wp\/v2\/oi_page_folder?post=128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}