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Our Proprietary Process

Leading you with expertise and integrity

Our Proprietary Process - Infographic

Our proprietary process is all about providing knowledgeable, honest leadership and advice that helps you identify the most suitable solutions for the goals you wish to achieve. We infuse every financial conversation with practical, relatable examples, so making decisions that are appropriate for you feels simple and straightforward.

Before we ever begin, we have a conversation about what you’re looking to achieve so we can determine if we’re a strong fit for your needs. If we mutually decide we’re the right fit, we’ll schedule a meeting for you with the advisor whose skillset and personality is best aligned with your specific goals.

Meeting 1: Discovery

We begin by gaining a clear understanding of your financial situation, priorities, and concerns. We’ll gather key documents from you and discuss what you hope to accomplish through financial planning. In this meeting, our goal is to learn more about you and your objectives, but also to get you thinking. We’ll prioritize education, asking intentional questions to help you clarify your needs and goals.

Key Questions:

  • Do you know the difference between catastrophic and non-catastrophic financial risks?

  • Are you managing your risks properly? 

  • Do you know what it will take to cultivate the life you want to live? 

  • Do you have a written financial plan?

After our meeting, we’ll conduct an internal analysis of your financial situation and begin drafting our recommendations for you.

Meeting 2: Plan Review

In our second meeting, we’ll explore all your options together. We’ll discuss our recommended investment strategies and the reasoning behind them, how to minimize your risks, and how to allocate your cash flow according to your goals. We strive for excellence in planning, working diligently to provide custom, innovative solutions—so we welcome your feedback about the plan and ways it could be better tailored to your needs.

Key Questions:

  • Are you comfortable with your current level of financial risk?

  • Are your current strategies leading you closer to your goals?

  • How could you achieve your goals more efficiently?

After this meeting, we will adjust your strategy based on your feedback and preferences.

Meeting 3: Soar

Once your personal strategy is perfectly aligned with your goals, we’ll provide step-by-step guidance, taking as much as possible off your plate to help you execute your strategies. Not only do we support you throughout the planning and execution process, but we serve as a lifelong partner, providing tailored advice and insight to empower your everyday life. Then we get to ask fun questions like:

Key Questions:

  • How are your kids/grandkids doing?

  • What are you excited to do this year?

  • What are you grateful for right now?

  • What can we do to support you in this season?

We believe we can make a positive difference in the lives of our clients every day, and we do so by being here for you when it counts.

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Leading you with expertise and integrity

Implementing strong financial strategies is essential, but it is the leadership of trusted professionals that emboldens you to live with confidence. We partner with you to make your journey smoother, offering support, foresight, and guidance to bring you greater peace of mind about your financial decisions. We look ahead and alert you to potential risks and opportunities, we communicate constantly so you know when to adjust course, and we pave the way, cutting through the noise and making it easy for you to stay on track—so you can focus on enjoying the journey.

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Interested in our services? We'd love to talk.

We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

Contact Us

“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch

Office: (985) 674-3744
pdemarie@ft.newyorklife.com

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Our Location

634 Village Lane North, Suite 201
Mandeville, LA 70471

Disclosure

Philbert Demarie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #W/CLB1212720), AZ, CA (CA Insurance License #704818), CO, DC, FL, GA, KS, KY, LA, MD, MN, MS, NC, NV, NY, OH, OK, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Philbert Demarie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 634 Village Ln N Ste 201, Mandeville, LA, 70471, 985-674-3744. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Philbert Demarie is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, DC, FL, GA, KS, KY, LA, MS, NV, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Who We Are
    • Our Team
    • Strategic Resources
  • How We Help
    • Our Proprietary Process
    • Why Work With Us?
    • Paths of Engagement
    • Services and Expertise
  • Client Education
    • Nautilus Blog
    • Video Library
    • Guideposts
    • Life Plan Strategies for Your Business
    • Navigating Income Tax
  • Client Login
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