Our Process

Bussa Financial Partners specializes in working with hardworking, successful business owners, professionals, executives and retirees. Respected leaders in their industries, professions and communities, who require specialized attention to overcome the unique financial circumstances they face.

As specialists, we have devoted our career to developing a thorough understanding of what our clients need, and a process to help them get there.

Our data-driven process starts with a conversation. We ask questions, listen to your answers, and get a firm understanding of what your objectives are going forward.

Combining your answers with provided data, we piece together a plan based on what you want, where you are currently, and where you want to be in the future. Throughout the process, our main goal is to design a strategy that will get you from your current state, to your future objectives.

Once implemented, we will continue to work with you to ensure your plan stays on track and is always aligned to meet your goals. Your strategy will be updated to reflect your changing needs, goals, and shifts in the markets as they occur.

As always, we strive to build long-term relationships between our firm and our clients for enhanced long-term success.