Our Process
At Jolles Financial, we use our experience and our independent advisor advantage to help our clients find the best coverage for their needs. We want you to be well-informed about your options and have created a multi-step process to guide you along the way.
DISCOVERY
We will ask a series of questions to learn about your overall needs and goals. We will also provide an overview of our services and discuss how we could work together.
RECOMMENDATION
After our initial meeting, we will present a customized strategy for you. We will present our recommendations based on the goals you outlined and will take as much time as needed to answer all your questions.
CLARIFICATION
Only after all recommendations are understood; and all your questions have been fully addressed, will we begin implementation.
IMPLEMENTATION
We will guide you through every step of the implementation process to ensure a smooth on-boarding experience.
FOR OUR NON-GROUP INDIVIDUAL CLIENTS & FAMILIES
Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a strategy that incorporates all of your planning.
FOR OUR GROUP CLIENTS
Jolles Financial helps you integrate even the most complicated benefit packages. We leverage our strategic relationship with Kelly Benefit Strategies to combine top quality recommendations using their multi-carrier platform.
It is our highest priority that all planning is coordinated through our on-going extensive research and analysis.
We take a holistic approach to the planning process by looking at all areas of benefit planning. We also utilize well-tested strategic relationships when needed, in areas such as P&C, Legal, Tax and Human Capital Management.
We use all of our independent research and experience to make sure you never forget why you hired us to be your broker.