Planning Process

OneSeven's Planning Process

The advisors at OneSeven work diligently to provide clients with the guidance, support, and financial strategies that best fit their unique needs. Our team takes the time to understand your individual priorities, long-term goals, and personal financial situation. Through a comprehensive review of your objectives, we develop a personalized financial plan designed to help you move forward with confidence.

With OneSeven’s advisor support, goal-based planning approach, and commitment to client-first service, we deliver customized solutions that align your wealth, lifestyle, and future aspirations.

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1

Discovery
  • Get to know the client
  • Get to know OneSeven
  • Gather statements
2

Client Interview
  • What’s important to you about money?
  • What are your goals, both personal and professional?
  • What would you like to achieve with your money?
  • When you think about money, what concerns, needs or feelings come to mind?
3

Planning
  • Complete Riskalyze Questionnaire and conduct analysis
  • Complete Advize financial plan
  • Develop investment strategy recommendations
4

Present Financial Plan
  • Share financial plan with client
  • Make revisions/additions
  • Present updated  recommendations with Mind Map
  • Set expectations for ongoing communications and reviews
5

Onboarding
  • Mind Map Updates
  • Family Love Letter
  • Estate and insurance education
  • OneSeven secure document storage portal
6

Beyond the Balance Sheet
  • Mind Map Updates
  • Family Love Letter
  • Estate and insurance education
  • OneSeven secure document storage portal
7

Ongoing Commitment
  • Review changing needs
  • Investment education
  • Communicate about firm’s unique offerings including events, seminars, and charitable involvement
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OneSeven Awarded USA TODAY's Best Financial Advisory Firm for the third year in a row
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

Securities offered through Fortune Financial Services, Inc, member FINRA/SIPC.  Neither MGOSC nor OneSeven are affiliated with Fortune Financial Services, Inc.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, and 2025 based on a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.