Our Process

We kickstart our planning journey with a thorough conversation aimed at comprehensively understanding your desires and requirements. Through a series of in-depth meetings, we delve into the intricacies of your life, exploring both your long-term aspirations and immediate objectives. These sessions serve as the cornerstone for meeting your needs, aligning expectations, and establishing a solid foundation. Armed with this invaluable insight, we craft a robust investment proposal tailored specifically to you. Our ultimate goal is to ensure your active participation in this holistic process, letting your objectives chart the course forward.

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Throughout every step, our team embodies a philosophy rooted in Character, Competence, and Custom Solutions.

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Character

Character is best demonstrated through action. We are proud of our integrity, and pledge to apply this principle to every client's situation.

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Competence

Competence is confirmed by our commitment to our client process. We want to know you and your needs. We combine strong personal relationships with our ingenuity to help you create a solid cornerstone for structuring your future.

Custom Solutions

Custom Solutions provide you the opportunity to develop and strategically target your own goals. Your aspirations provide the foundation for us to build your tomorrow, together.

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At LeBlanc Financial Alliance, we have implemented a holistic process that helps us get to know our clients best. Not only do we value building a solid relationship with our clients, but we also have seen the impact it has on accomplishing their goals.

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Financial consulting has both a logical and emotional component to it. Gathering thoughts and data in each of those categories helps our advisors understand your full picture. Over a series of meetings, we develop a comprehensive understanding of what is in your head and heart, and on paper.

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Once our advisors have analyzed these three categories, they create an individual, specialized financial plan for each client, which is developed within an environment that is forward-thinking, protective, and prosperous.

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Head

What is logical? How are you guided by reasoning? What events or personal traits have influenced your life path and your current circumstances? Answers to questions like these help our team approach your financial structure with confidence.

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Heart

What is in your heart? Emotion is a large part of achieving financial success that can be often forgotten. What keeps you up at night? What do you want in life? What kind of legacy do you want to leave behind? Our advisors take these thoughts into account to give you a peace of mind.

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Paper

What are the facts? We ask for your cooperation to compile a list of documents that enable our team to analyze your current financial status and obtain a full financial picture.

Planning Process

Get Started
Step 01

Goal Identification

  • Introduction of LeBlanc Financial Alliance & review expectations of the process
  • Broad & specific based client goals  (long- and short-term)
  • Client confidentiality
Step 02

Data Gathering

  • Close client communication
  • Document procurement & review
Step 03

Plan Analysis

  • Internal firm meetings on custom client solutions
  • Create a robust custom financial proposal
Step 04

Solution Development

  • Present and review draft proposal/plan
  • Client feedback
Step 05

Implementation Strategies

  • Client procurement, onboarding, & servicing
  • Implementation of final proposal
Step 06

Review

  • Final plan review
  • Annual review process

Book a Consultation

Ready to start building your financial future?

Office

900 S Gay Street, Suite 2109
Knoxville, TN 37902

Phone

(865) 671-4262

fax

(865) 671-4336

email

hello@leblancfinancial.com

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