Our Process
Getting Started
- learn more about your personal situation (dreams, goals, tolerance for risk)
- gather financial data
- enter into formal working agreement with CFS
Your Time: 1-2 hours
Process Your Data
- input your data into e-money system
- introduction tutorial on e-money system
- begin financial analysis
Your Time: 1.5 hours
Plan Preperation
- conference call to verify data & finalize financial plan
- overview of financial products best suited to obtain your goals
- input additional documents/data to e-money
Your Time: 1.5-2 hours
Plan Finalization
- determine additional action items
- delivery of your personal financial plan
- investment policy statement
- discuss plan implementation
- start charting the road map to your financial peace!
Your Time: 1.5-2 hours
Full Advisory Access & Annual Review
- constant analysis & monitoring of your plan by our team of financial team
- schedule annual (at minimum) review with CFS advisor
- make best suited updates or changes to your financial plan
Your Time: 1.0 hours