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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 1: Schedule a 30 Minute Call

Let's talk story a bit to get to know each other a little more. I'll answer any questions you might have and discuss how we might be able to serve you. 

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. 

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