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Our Process

At Arseneau Advisory Group, we’re a little bit different from other firms.

For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals.  Those professionals operate in silos and they don’t all collaborate on your behalf.  In many cases, each of those professionals are just trying to sell their individual products or services.

The result is that you may have a lot of puzzle pieces - investment products, insurance policies, tax services, maybe even a will or a trust - but no picture on the front of the box to show how they all come together.  That’s where we come in as skilled practitioners in all aspects of your finances and a process that helps you meet even the most complex needs.

THE HOLISTIC PLANNING PROCESS™

For all new clients, we engage in a 4-Step process to build your holistic plan in your best interest:

The Holistic Planning Process

Client Centered

At Arseneau Advisory Group, the backbone of our holistic planning process is The Bucket Plan®, based on the nationally recognized book of the same name.

The Bucket Plan is a step-by-step framework that ensures all factors of your financial life are coordinated and working together to maximize your wealth now and for years to come.

The Bucket Plan allows us to:

  • Time-segment your investments to achieve immediate, short, and long term goals
  • Deliver a wealth plan you can actually understand
  • Account for diverse financial circumstances