Our Process

Bucci Financial Services realizes that each client is at a different stage in life. However, everyone should have a financial plan. All clients would benefit from the comprehensive planning process offered by the advisors Bucci Financial Services. The process begins with an initial meeting, followed by an information gathering session where ideas are shared and goals are formed. After analyzing your information, a strategy is developed and presented on how best to pursue your goals. Once finalized, the plan is implemented, and then monitored on an ongoing basis.