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Our Process

Personalized Wealth Planning

At Cuba Financial Group, we prioritize you above all else. Our five-step process ensures that we have a comprehensive understanding of your financial needs and values, allowing us to develop a personalized plan for achieving your goals. We are committed to building a lasting relationship with you.

1. Discovery Meeting

Understanding your financial needs means understanding your entire financial picture. By discussing important categories with you, we gain a better understanding of how we can help you achieve what's truly important to you.

2. Personal Plan Meeting

By putting your goals in writing, we ensure that we have a clear understanding of what is most important to you. This allows us to develop a tailored investment plan to help you achieve those goals based on the information we gathered.

3. Mutual Commitment Meeting

Our mutual commitment meeting is the most important part of the consultation process, allowing you to review our recommendations before making any commitment. We strive for long-term relationships and this step is essential to building that trust.

4. 45-Day Follow Up Meeting

We help you navigate the overwhelming amount of paperwork generated during the implementation of your investment plan by introducing our team, who will play important roles in the ongoing implementation of your Wealth Management Plan.

5. Regular Progress Meetings

At our meetings, we not only aim to build a strong relationship with you, but also to help support you in the ongoing pursuit of your financial goals. Our Regular Progress Meetings introduce your Advanced Plan, with tailored recommendations.

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Our Approach

We offer a no-pressure relationship based on independent, fiduciary advice that puts your needs first.

Our Approach

Contact Us

Contact us today and let us help you navigate your finances so you can live a comfortable and purposeful life.

Contact Us Today

Our Team

We’re proud to carry the Certified Wealth Strategist® designation. We deliver holistic, goal-based solutions.

Meet the Team