Foothill F.I.S. process

A process that simply works


Your Planning

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your financial decisions.


Step one


Any plan should start with your dreams and aspirations. At Foothill Financial & Insurance Services, you’re more than just a client, you’re family. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen. 

Senior couple dining in a restaurant
Beautiful senior couple with dog and bicycles outside in spring nature.


Step two


Once we’ve established what it means to live your life in perfection, we begin the plan of action to make that happen. We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term retirement strategy customized to your unique needs for long-term success. 


Step Three


Our clients’ interest and dreams are what makes our business. After you’ve received your customized plan, the rest of the work is left to us. The primary objective of this phase is to successfully implement your retirement and planning strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

senior couple with clipboard at farm
Senior woman gardening


Step four

Monitor & Adjust

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intentions, and will do the same for you. Should we discover your circumstances have changed, or that shifting markets requires a different investing/accounting approach, we will be able to make adjustments. 

Contact Us

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