Broker Check



What can you expect when you first call Bishop Financial Advisors?

  1. We will get together in an introductory meeting where we will discuss your current situation, your goals, and your needs. We will discuss your concerns, answer questions, and explain how Bishop Financial Advisors may be of service to you.
  2. If you feel comfortable with Bishop Financial Advisors, and there is a mutually beneficial opportunity to establish a relationship, we will then proceed with creating an engagement agreement.
  3. We then develop your Financial Plan, present our recommendations, and begin executing the plan with your approval.
  4. We review and modify your plans as the situation dictates. This is determined by the frequency of your desired meetings.