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  • About Us
    • Why Jooha?
    • Meet Our Team
    • Meet The Nautilus Group
    • Our Strategic Alliances
    • Our Process
  • Our Expertise
    • Services for Medical Professionals
    • Services for Businesses
    • Services for Families
    • Insurance & Annuities
    • Special Needs Planning
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Our Process

process wheel

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

Step 1:

Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.


Step 2:

Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.


Step 3:

Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.


Step 4:

Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.


Step 5:

Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.


Step 6:

Monitor

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.


Our Location


2400 East Katella Ave, Suite 800
Anaheim, CA 92806

Get in Touch


Office: 714.255.7132
Fax: 714.255.5193

Connect With Us


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Disclosure

Insun Song 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 AZ, CA (CA Insurance License #0G16523), FL, GA, ID, IL, MA, MD, MI, MN, MO, NJ, NV, NY, OR, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Insun Song is licensed and authorized to offer insurance in California, but Jooha Financial & Insurance Services Inc may not be. For additional information on California licensure status, please click here.

Insun Song 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, 2400 E Katella Ave Ste 800, Anaheim, CA, 92806, 714-255-7132. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, ID, IL, MA, MD, MI, MN, NJ, NV, NY, OK, OR, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Insun Song is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Jooha Financial & Insurance Services Inc is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Jooha Financial & Insurance Services Inc nor its associates are in the business of offering 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.

Click here
Jooha Financial & Insurance Services Inc Logo
  • About Us
    • Why Jooha?
    • Meet Our Team
    • Meet The Nautilus Group
    • Our Strategic Alliances
    • Our Process
  • Our Expertise
    • Services for Medical Professionals
    • Services for Businesses
    • Services for Families
    • Insurance & Annuities
    • Special Needs Planning
    • Income Tax Strategies
    • Life plan for your business®
  • Learning Center
    • Navigator Newsletter
    • Topical Videos
    • Calculators
    • Helpful Links
  • Location and Contact

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