Our Approach

Here at Franklin Capital Strategies, we use a uniquely holistic process when working with our clients. It begins with getting to know you and understanding what matters most in your life, and then figuring out where you are right now financially, and where you want to go. From there, we work as your partner to chart the best course of action to help you achieve your goals and objectives while adhering to your personal tolerance for risk. Once you're on the selected path, we continue to monitor your progress and make adjustments as needed as you transition through the different phases of your life. Read below for more details about the various stages of our client-centric process.

Steps of the process:

1. Understand

We take the time to fully understand your unique situation, and this can sometimes take a few minutes, or it could take a few hours. We’ll delve into all the different parts of your current financial planning so that we truly comprehend your situation and can develop a plan to fit your needs.

We take the time to fully understand your unique situation, and this can sometimes take a few minutes, or it could take a few hours. We’ll delve into all the different parts of your current financial planning so that we truly comprehend your situation and can develop a plan to fit your needs.

2. Manage

During this stage, we’ll manage your expectations in relation to what you’re looking to do, how we can do it, and what your involvement will be.

During this stage, we’ll manage your expectations in relation to what you’re looking to do, how we can do it, and what your involvement will be.

3. Plan

At this stage of the process, we’ll develop your plan of action. We’ll coordinate with your other professionals and develop specific recommendations on how you should plan for your future.

At this stage of the process, we’ll develop your plan of action. We’ll coordinate with your other professionals and develop specific recommendations on how you should plan for your future.

4. Execute

Finally, we’ll put your plan into place, and execute all the tasks laid out in your written plan. As time goes on, we’ll also continue to monitor the progress of your plan and make adjustments as needed.

Finally, we’ll put your plan into place, and execute all the tasks laid out in your written plan. As time goes on, we’ll also continue to monitor the progress of your plan and make adjustments as needed.

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