Our Process

Listen. Reflect. Advise.

Creating financial certainty demands a disciplined and transparent process. A plan designed to seamlessly integrate into your overall financial future.



In order to make the best recommendations, we need to understand each client’s unique priorities and financial circumstances. Our discovery process assures that we make no incorrect assumptions nor miss any opportunity. We prefer that this discovery be done face-to-face along with your key financial advisors.


Our team then performs a thorough analysis in order to make the best recommendations. Every opportunity is reviewed by our national group of highly experienced professionals, a Sorrell advantage.


You and your advisors will be presented with a plan detailing the recommendations we believe best meet your objectives. Our personal approach allows for open dialogue, enabling us to better answer your questions and ensuring that our analysis fits into your overall financial strategy.


After reviewing our recommendations, the execution of your plan will take place in a timely and transparent fashion. Sorrell Financial remains a key resource as your life circumstances evolve.