Our Process

Photo of Monica Rangel working

A true personalized ONE-ON-ONE EXPERIENCE...

We stand by a process that allows us to give you true one-on-one, undivided attention, where we can listen and hear your needs, hopes, and even worries. At Efficient Financial and Insurance Solutions, our clients' relationships and experiences matter. 

Graphical depiction of the 6 step process: Understanding (30-45 minute meeting), Collection (30 minute meeting), Evaluation, Collaborating (1-1.5 hour meeting), Follow Through, Moving Forward