Our Process

Here at Cypress Strategies, we utilize a unique six-step process when working with our clients. It begins with getting to know you and what matters most in your life, and figuring out where you are right now financially, and where you want to go. From there, we work with you to chart the best course of action to help you achieve your goals and objectives while adhering to your personal tolerance for risk.

Once you're on the selected path, we continue to monitor your progress and make adjustments as needed as you transition through the different phases of your life. Our typical process goes through the following five steps:

Data Gathering

- Collection of personal financial documents
- Objective and subjective questioning through financial fact finder


- Strategic solutions based on data collection and client’s desired accomplishments


- Present palpable ideas based on goals and objectives


- Coordination of estate business plan with existing advisors

Service – Master Plan Book

- Examine structured plan on annual basis

process graphic