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5470 Hixson Pike, Suite A, Hixson, TN 37343

(423) 875-5338
info@qfsc.com
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Our Planning Process

We begin by getting to know you—your goals, priorities, concerns, and financial situation. From there, we gather the information needed to develop personalized recommendations, help put your plan into action, and provide ongoing monitoring as your needs and circumstances change.

Gather

We’ll review your current situation to determine any gaps or missed opportunities and gain a clear understanding of your financial goals.

Design

After gathering your information, we’ll take a close look at your current situation, share our insights, and introduce you to the QFSC planning process. We’ll discuss which strategies or options you would like to implement.

Implement

We will guide you with a clear, straightforward path toward your financial goals.

Monitor

As your plan moves forward, we’ll continuously monitor your progress and adjust as life changes or new opportunities arise. Through regular check-ins and ongoing reviews, we’ll help keep your financial plan on track.

What to Expect as a New Client

Once you decide to work with QFSC, our onboarding process is designed to make getting started clear and organized. Over the first several weeks, we’ll gather information, prepare for your planning meetings, complete necessary paperwork, help establish your client portal, and make sure you know how to access and understand your account information.

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