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Our Process

At Dempster & Floyd Financial Partners, we are committed to building long-term, trusting relationships with our clients. We take the time to understand your distinct financial situation and tailor our recommendations to your specific needs. Our client-centric approach aims to focus on your goals, providing the support you need to pursue them. Our team is dedicated to staying at the forefront of the financial industry, ensuring you have access to competitive products and strategies available.

Financial Flyover (FFO)®

The first appointment is a complimentary Financial Flyover® (FFO) review. This meeting serves as a "meet and greet" appointment, where we get to know each other without any commitments to products or services. During this 1-2 hour session, we will review your current financial situation and discuss your goals. 

Recommendations & Strategy

The second appointment is focused on presenting our recommendations. If you agree with the recommendations, we will discuss the available options and begin implementing your plan during this appointment or the third.

Implementation & Follow-Up

After implementing your plan, we will schedule a follow-up to review the products or services provided, answer any questions, and see to it that you're confident with the process. Our commitment to you doesn’t end there; we believe in ongoing support and regular reviews to keep your financial plan on track.

Annual Reviews

We conduct annual reviews with our clients at least once a year, as part of our Circle of Service. These reviews make certain that your financial plan continues to align with your evolving needs and goals.

At Dempster & Floyd Financial Partners, our investment philosophy is built on a foundation of long-term focus, diversification, fundamental research, adaptability, and client-centric guidance. Our philosophy is to provide you with the confidence you need to pursue your financial goals, both now and in the future.