Our Process

M&E Catalyst Group offers all-encompassing services for our clients. Our reputation thrives on our high-level of client satisfaction. When our clients are truly confident in their financial stability, we have done our job.

1. Analyze

Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.

2. Recommend

We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

3. Implement

If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.

4. Review

Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.