Making a Difference
Effective planning begins with listening to each client’s concerns and objectives When a client-planner partnership is created, everyone is engaged in both the process and the outcome. The end result is not an off-the-shelf product but customized solutions and action plans.
The right planning with the right adviser can make all the difference.
At C-Phase Financial, advice is not focused on maximizing product sales and commissions, so a true partnership can be created between you – the client, and us – the advisers.
Although each client experience is different- here is the basic overview of our 5 step Process.
Our 5 Step Financial Planning Process
- This is a casual meeting to explore the benefits of working together. If each party finds value in working together, we will continue to the Discovery Step; which helps us determine how to best advise you.
Evaluate Current Financial Status (budget, savings, debt load, etc…)
Brainstorm, Discuss, and Record clear and attainable goals for client
Plan a time for the Strategy Meeting
- Outline and Revisit each itemized goal
- Make Recommendations
- Set a time for the Implementation Meeting
Outline the items addressed in the previous meetings
Revisit products being used to meet goals
Walk through and sign paperwork
Review & Revise
- Create a Review Schedule for the client. This can be done on a quaterly, semi-annual, or annual basis.