our process
OUR PROCESS - The Financial Delegation Experience™
The Engagement™ – Are We the Right Fit?
- We clearly detail the services to be provided, outline our respective
responsibilities, and explain fully how we will be compensated and by whom.
- We next agree on how long our professional relationship should last and how
decisions are to be made.
The Goal Explorer™ – We Gather Your Personal Data: the "Where You Are" & "Where You Want To Be"
- We ask for information, including appropriate documents, about your financial
situation.
- We define your personal and financial goals, delineate your time frame for
results, and discuss how you feel about risk.
The Data Analysis™ – We Study, Clarify & Understand Your Financial Status
- We analyze this information to assess your current situation and determine
what needs to be done to meet your goals & objectives.
- Depending on the services requested, this might include consideration of your
assets, liabilities and cash flow, and reviewing your current insurance coverage,
investments, and/or tax strategies.
The Plan of Action™ – We Deliver a Variety of Recommendations
- We offer recommendations and action steps that address your unique goals
based on the information you have provided.
- To help you make informed decisions, we will review the recommendations with
you to help you understand them.
- We listen to your concerns, and revise the plan as appropriate.
The Implementation Process™ – Our Solutions are Put in Motion
- Once we have reached an agreement, unlike some advisors, we move forward
with implementation and/or we coordinate the entire process with you and your
other professional advisors on a full disclosure basis.
The Progress Report™ – Are You Going in the Right Direction?
- We agree on who will monitor progress towards your goals.
- If we are involved in the process, we will report to you periodically to review
your situation and adjust recommendations, if needed, as your life changes.