Helping Individuals Work Towards Financial Independence

for more than 35 years

Start A Conversation

Our Process

Our Process

At Pat Vivier Financial Group we use a six step proprietary process to help our clients create and manage financial strategies specific to their station in life.

  1. Determine Goals
  2. Determine Needs
  3. Determine Value
  4. Define Strategies
  5. Design Solutions Plan
  6. Implement and Monitor

Learn More

Schedule a Consultation

If we sound like the kind of firm you're looking for, we'd love to meet. Consultations are complimentary, and you can begin the process of scheduling one below.