Our Process

At Funderburk Financial, we believe that financial success results from developing a long-term plan and sticking to it. We use a disciplined consulting process designed to help identify your financial goals, and to develop and implement solutions to help you pursue those goals.




Getting Started

Your medical doctor would never prescribe treatment without first diagnosing your symptoms. By the same token,  our process begins with a discovery meeting whereby we'll get to know one another. You'll be asked questions about your values, your goals, your resources, etc. and ultimately, what your vision of a successful outcome looks like. The goal at this stage is for us to first determine if it feels like we are a good fit, then for us to gain enough of an understanding of you, much like the good doctor, in order for us to develop appropriate solutions for you.

Next, we will take the information that you have shared and begin developing solutions. We do this by accessing our Expert Advisory Network, made up of experts in the fields of banking, insurance, tax, investments and law. This team will work together aiming to ensure that we develop a plan which maximizes your chances for success. Once this team completes the process, you will be presented with an initial plan document which will include solutions designed to address your needs. Based on your input, the plan will be adjusted as needed.  Before moving forward, we want to come to a preliminary agreement on the proposed solutions.

By now, we will have a firm understanding of your goals and the proper way to proceed as determine by all parties. During the Mutual Commitment Meeting, you will be presented with a financial plan document and will be asked to make a commitment.

During the early stages of our relationship, you will no doubt have questions or concerns about the plan, so we will schedule a 45 day follow-up meeting designed to insure that we are all on the same page going forward.

Finally, every good plan requires regular follow-up to insure that we stay on track. With your help, we will determine an appropriate Progress Meeting schedule in which you will receive updates on your progress, adjustments if necessary and recommendations concerning new events in your life.


To get started or to schedule a complimentary review of your investment or retirement portfolio, please contact us at 303-485-0488 or e-mail us at billy@funderburkfinancial.com.


Funderburk Financial and LPL Financial do not provide tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.