The MFG Approach

The MFG Approach

Welcome to MFG, where we redefine financial planning with a unique four-step approach tailored just for you.

Our process begins with a meticulous Assessment, employing cutting-edge technology to gather precise data and insights.

Through the Discovery & Analysis phase, we uncover the nuances of your financial goals and leverage tools like Nitrogen to distill your risk level into a tangible number for clear understanding.

Implementation seamlessly follows, utilizing our robust financial planning tool, eMoney, to craft a personalized financial plan aligned with your unique risk tolerance and financial objectives.

Ongoing Monitoring ensures your strategy adapts to changes in the market and your circumstances, reflecting our commitment to transparency and empowerment. 

Assessment


During the initial meeting, the client's financial goals, aspirations, and current financial situation are discussed in detail.

Discovery & Analysis


The MFG team collects relevant financial information from the client and begins comprehensive planning custom to specific goals and circumstances.

Implementation


After strategizing on recommendations with the client, the MFG implementation phase begins. This involves taking concrete steps to put the recommended strategies into action, such as opening investment accounts, adjusting insurance coverage, and making changes to the client's overall financial structure.

Monitoring 


Financial plans are not static; they need to be monitored and adjusted as circumstances change. Regular meetings are scheduled between the client and the financial planner to review progress, reassess goals, and make any necessary modifications to the plan.

MFG Planning Technology & Client Resources 

Through the use of cutting-edge technology, we empower our clients by offering direct access to the latest tools. With Nitrogen, we quantify your risk level, distilling it into a tangible number for a clear understanding. Our robust financial planning tool, eMoney, takes the complexity out of the equation, allowing us to craft a personalized portfolio that seamlessly aligns with your unique risk tolerance and financial objectives. At MFG, we believe in transparency, empowerment, and leveraging the latest technology to ensure your financial journey is not just guided, but also accessible and tailored to your aspirations. Welcome to a future where your financial goals are met with clarity, precision, and the power of technology.

Risk | Know your Risk Plan 

Risk | Know your Risk Plan 

Don't sabotage your investments - Learn more about MFG Risk Assessment

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eMoney | Organize. Prioritize. Plan.

eMoney | Organize. Prioritize. Plan.

eMoney is market-leading financial planning software solution that enables MFG to deliver plans seamlessly to clients with dynamic tools that visualize the impact of actions and update in real-time.

Start a Plan

*Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

**IMPORTANT: The projections or other information generated by these financial planning tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future
results. Results of this tool may vary with each use and over time. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze and WealthVision are not affiliated with LPL Financial.

However, no amount of financial planning software can substitute the value of the many conversations and face to face meetings we conduct with our clients.

At McCabe Financial Group, we are motivated to educate our clients about financial services so that we can guide the best decisions for their futures. Careful planning leads to financial independence and client confidence in their own goals and objectives. Our team will plan for your long game and be there every step of the way.

We believe in real interaction and are quick to answer the phone, or schedule face-to-face meetings. We want to know you so we can know how best to serve your future ambitions and honor the hard work that brought you to this point.