Our Process

At Burns, Toussaint & Associates, we pride ourselves in our client-first approach. It is our mission to be at the center of our clients’ lives, planning and delivering strategies through a process that integrates a trusted team of advisors, engaging technology, long term value, and financial experience. Our finances are more than our account balances—they affect the entire spectrum of our lives. Because of this, we want you to know we are here for you, acting not only as your advisor, but your support system.

After we schedule our meeting, we begin our work together in a five-step process:

  1. At your initial consultation, we’ll we fact find based on the Socratic Method to understand how you define a prosperous life.
  2. With your help, we will put together the pieces of your story to develop your strategic and comprehensive plan.
  3. Our team will help set your plan in motion with thoughtfully integrated tools to keep you moving toward your goals.
  4. We will continuously help you align your actions with your vision and measure your progress so that you can confidently enjoy the road ahead.
  5. The only constant in life is change. We will regularly revisit your goals and review your plan to make sure you are still on track.

Contact us to schedule your initial consultation today.

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