JV Financial Group: The JV Process

By: Jv Financial Group  09-12-2011
Keywords: Financial Planning, joint venture, Professional Advisors

The Joint Venture Process is the same whether you are new to JV or a long standing client. Each of the four stages is repeated throughout your lifetime—as your needs change and as financial environments change.  As implementation takes place, new priorities are established or confirmed.


1. Getting Acquainted
Whether you are a new client or a veteran client, "getting acquainted" is an imperative aspect of our process. JV Financial Group invests significant time to understand your personal values and objectives; who you are from family, personal, community, and financial perspectives. Understanding the big picture creates an environment from which we can successfully advise and guide our clients. We also encourage our prospects and clients to get to know us; people do business with those they trust. 2. Research and Analysis
Based on needs, values, and priorities identified while getting acquainted, we research and analyze various strategies to help you meet your objectives. This will frequently involve interaction with your other professional advisors or other specialists to ensure that the strategies are coordinated and appropriate. Thorough consideration is also given to the taxation, transaction and other costs associated with each potential course of action. The benefits and risks of each potential strategy are analyzed, with the "bottom line" summarized for discussion with you. 3. Presentation of Planned Strategies
The results of our Research and Analysis are presented in an easy to understand, summarized format. The advantages and disadvantages of alternative solutions for the higher priority issues are discussed, with a clear recommendation for the suggested course of action. A timeline for implementing these higher priority strategies and for addressing lower priority issues is also established. 4. Implementation
A key measure of the success of our financial planning relationship is whether the advice has had a meaningful, positive impact on your quality of life. This is highly dependent on action being taken on the strategies we have agreed upon together. Working together, we will coordinate the step-by-step implementation of the plan. We usually find that focusing on one or two key issues at a time is more effective than trying to address too many issues at once. Your other professional advisors are frequently consulted and involved in the implementation process to ensure effective coordination of your plan. Discover the , which is cyclical and dynamic in nature to ensure that your plan is as forward-thinking as you are.

to discuss the potential for a joint venture with you.

Keywords: Financial Planning, joint venture, Professional Advisors

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