OUR PROCESS

Your Unique Vision.
Our Systematic Approach.

A proven framework that transforms complexity into clarity — guiding you from your first conversation through a lifetime of strategic financial partnership.

YOUR JOURNEY WITH US

Six Steps to Financial Clarity

From our first meeting to an ongoing partnership, every step is designed around your goals, your timeline, and your life.

Engage
Assess
Execute
Ongoing
1
2
3
4
5
6
Engagement Meeting
Day 1
Data Gathering
Day 7–14
Analyze Information
Day 15–28
Plan Presentation
Day 30
Implementation
Day 30+
Ongoing Partnership
Quarterly

ONGOING PLANNING RELATIONSHIP

Personalized & Timely

We monitor your plan and make updates periodically based upon changes to your overall goals, objectives, and life changes.

Q1 — January – March

Financial Planning

Comprehensive review of your financial plan, goal reassessment, and strategic adjustments for the year ahead.

Q2 — April – June

Investment Planning

Portfolio performance analysis, asset allocation review, rebalancing strategies, and market outlook assessment.

Q3 — July – September

Protection Planning

Insurance needs analysis, risk management review, estate planning updates, and beneficiary verification.

Q4 — October – December

Year-End Tax Planning

Tax-loss harvesting, Roth conversion analysis, charitable giving strategies, and preparation for the new fiscal year.

WHY OUR PROCESS WORKS

Built on Three Principles

Every step of our approach is grounded in transparency, coordination, and an unwavering commitment to your success.

Transparency

You'll always know where you stand. Our process is designed so you can see every step, understand every recommendation, and feel confident in every decision.

Coordination

We work alongside your CPA, estate attorney, and other professionals to ensure every aspect of your financial life is aligned and working in concert.

Fiduciary Standard

As fiduciaries, we are legally and ethically bound to put your best interests first. When you succeed, we succeed — our entire model reflects this alignment.

BEGIN YOUR JOURNEY

Ready to Take the First Step?

Schedule your complimentary engagement meeting and discover how our systematic approach can bring clarity to your financial future.

BOOK AN APPOINTMENT

*Implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice through us, our affiliates or an unaffiliated financial institution of client’s choice.

Securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, Tel: (813) 286-2280. Taylor Financial is not an affiliate or subsidiary of MML Investors Services, LLC. CRN202512-9126787

Adam Taylor, CA

Insurance License #0K44193, domiciled in FL

Mike Everritt, CA

Insurance License #4200532, domiciled in FL

Thomas Yannetti

Insurance License #4218984, domiciled in FL

TAMPA

5321 Memorial Hwy, Tampa, Florida 33634

Check the background of your Financial Services Professional on FINRA’s BrokerCheck.

Securities and investment advisory services offered through qualified representatives of MML Investors Services, LLC, Member SIPC. Taylor Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280 The firm is licensed to sell insurance in the following jurisdiction(s): FL, CO, HI, GA, MD, NC, NH, NY, OH, PA, TN, TX, VA, WA. Licensed to sell securities in the following jurisdiction(s): FL, GA, LA, MD, MA, NY, NC, TN, TX.
CRN202609-5045237