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Our Process

The 3P FORMula encapsulates our philosophy of Protect today, Plan for tomorrow and Preserve your legacy. 

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Our process: 3P Formula Icon

The 3 P’s in 3P Formula encapsulate our philosophy of Protect today, Plan for tomorrow and Preserve your legacy. Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy. Each plan is unique. We spend time to understand and Discover what your individual goals and desires are. We then Design a customized program tailored to those needs, and through our proprietary process we Deploy your individual plan. Through our constant adjustments in response to life and financial events, we strive to keep your plan on track.

Discovery

  • What do you want to accomplish?
  • What is important to you?

Design

  • How will we get you there?
  • What services are the best fit for you?

Deployment

  • Financial and legacy planning
  • Product and risk assessment
  • Efficient service
  • Building a lasting relationship with you

You probably noticed the second part of the 3P Formula Icon includes the word FORM.

Each letter stands for essential goals we find our clients have in common.

F is for Family and understanding the needs of your family first

O is for occupation and the demands of your career

R is for recreation and the things you enjoy doing to have fun

M is for Money and the need to support the family, career, and fun in your life

With Jones Investment Group and the 3P FORMula, we help guide you through our time-tested process to pursue your FORM goals and travel the road to financial independence.