Your Free Financial Assessment
Segawa Consulting Group (SCG) is a comprehensive financial consulting firm. Our advisors take a personalized approach to help you address your financial goals. The below process is designed to give you a framework for making an informed decision about working together and if we are a good fit.
Step 2: Discovery
If we decide that we would be a good fit to work together and it is in your best interest to do so, we will then schedule you in for an in-person meeting to discuss and get clarity on your goals, needs, and any concerns that you might have.
Step 3: Plan
With your free assessment now done, we will have another meeting to review and discuss our findings, and options for you going forward.
Step 4: Reflection
Choosing a financial planner is an important decision. We encourage you to take the time to decide if working with us would be in your best interest.
Step 5: Get Started
If you decide you want to partner with us, we will begin the onboarding process and ask for any additional information we may need to get you started.