Our Process

Petix & Botte Financial is powered by the Family 360 Formula.

Petix & Botte Financial is a full-service wealth advisory firm for a variety of clients, many of whom are hard-working people who have a wide range of needs and goals they aspire to reach. Many want a personal CFO, if you will, who will be there for them and their family.

Petix & Botte has developed and refined a process to address and unify those needs, and it’s called the Family 360 Formula. It focuses on where you are now, where you want to arrive, and builds the bridge, step by step, as it is crossed—dealing in real-time with your critical life events.

As the name Family 360 Formula implies, our service is to our clients’ families as a whole. We are happy to include family members in meetings, answer their questions and communicate with them as needed.

The Family 360 Formula focuses on the “Three Ds”:

Discovery

• What do you want to accomplish?
• What’s important to you?

Design

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

Deployment

• Financial and legacy planning
• Investment vehicle and risk assessment and fit
• Ongoing, continuous service
• Building a lasting relationship