Custom planning for your financial future.

The NTA Process

Walking you through each step.

The Way it Works

We want you to feel confident coming into your first meeting at NTA. Below is the process each of our clients go through when they choose to work with Noel Taylor Agency Financial Services.

Step One

Understand Your Goals

In your first meeting, one of our agents will discuss your goals and get to know you. No products will be discussed in this meeting! We want to get to know who you are and what you need.

Step two

Map the Path

After assessing your goals and needs, your agent will map your financial plan and discuss it with you. You will be filled in on every aspect of the plan! The plan will not be implemented until you are all on the same page. 

Step three

Implement the Plan

During your third meeting, the plan will be enacted and any loose ends will be tied up. From there on out, your agent will review your plan and ensure that you are still on track for meeting your goals. Adjustments will be made appropriately, but never without your approval.

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