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Our Process

Planning Graphic PCG Headline

We believe the success of an asset management model hinges on adherence to a process that is not based on emotion or today’s headlines. With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. At Bast Financial Group we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value.

We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence.



At Bast Financial Group, we strive for customer service excellence and an experience like no other. We are committed to always treating you as a valued client and will provide the following;

  • Timely service
    When you call or email us, you can always expect a same-day reply.

  • 24/7 Account Access (via Client Login)
    You have access to your account information anytime via our website.

  • Annual reviews (Quarterly as needed)
    It is our promise and obligation to meet with you on an annual or quarterly basis to review your plan and performance toward your goals. You will receive an updated copy of your plan and performance- in your choice of print or electronic version- for your reference.

  • Other Assets/Investment Portfolio Analysis
    As part of our reviews, we will include other outside assets and/or investments for a single, holistic view of your financial situation.

  • Monthly Newsletters
    We provide a monthly electronic newsletter with pertinent information on financial and economic issues in a quick, easy-to-digest format.

  • Ultimate Client Experience
    Our business is built on great relationships. We will always host you as if you were a guest in our house. We hold unique and memorable client events to provide us the opportunity to spend time with our best clients outside of the office. Occasionally, we may also have a few surprises.