About
Our Process
Each client has different needs
We don’t impose the same process on everyone. Typically, our process involves three meetings:
Meeting No. 1: Explore
Learn about your past experiences and future goals
Learn about you and your priorities, and your finances
Explain our philosophy, cost structure, and service
Introduce team members
Ask us questions
Meeting No. 2: Evaluate
Gather all information and build out your customized financial plan
List all goals for your current situation and future needs
Discuss your risk tolerance and how that is included in your financial plan
Discuss future concerns around health and wellness
Develop the best plan for your unique situation
Meeting No. 3: Recommendations
You will receive your customized financial plan
We will explain the confidence zone
We will discuss how to implement a successful financial plan
Answer any questions
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
Stevens Capital PartnersSM
15514 Spaulding Plaza, Suite D02 Omaha, NE 68116
Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission). Client Relationship Summary
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.
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