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Our Process

Our thoughtful, in-depth wealth management process is the foundation for how we serve our clients in both North San Diego County and Scottsdale. At AZCA Financial Group, we work with you one-on-one to discover your current financial situation, retirement goals, risk tolerance and more, and then use that information to develop a customized, comprehensive financial plan.

We begin our relationship with a holistic discovery process, during which we discuss your dreams, goals and aspirations.

Using the information we gather during the discovery process, the team at AZCA develops a personalized investment plan, which we present to you during an in-person meeting in our office. If you're satisfied with the plan we present, we formally agree to work together.

After an agreement is signed, we move on to the implementation phase. At this stage, we develop the customized strategies that will make up your personalized financial plan. Then, our team implements those strategies.

We'll also present an advanced plan that we develop together with a team of other professionals. Implementing different elements of this advanced plan will help us manage multiple aspects of your financial life.

Once your plan is in place, we conduct regular progress meetings according to a schedule that works for you so that you can stay on track to meet your goals. If and when your situation changes, we will adjust your plan to reflect your new reality.