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How do we help other Professionals in the Financial Planning
or Investment management process?
First, we start by discussing the
type of
financial
planning firm
you have, your
methodology, and
whether you
provide
Investment
Management or
other services.
Once that is determined, we look at your
process, and discuss the range of services we can provide.
When you have a
particular financial
planning project
in mind, we can help you determine the assistance desired.
You provide the client data
and a profile
of your clients'
concerns and
objectives.
You may simply
wish to
have your client
data projected
over their
lifetime to
validate your
planning
strategy, or you
may select a
fully
developed
comprehensive
financial plan.
Often, it's the
initial
projection that
suggests a
strategy. If
we believe
that more than
one strategy
will work for
your client, we
will call and
discuss the
variables with
you.
You
assume the role
of an orchestra
leader, providing
direction
to achieve the
required
result.
You give us the
lead, and we go
from there. We will provide the music in whatever format you wish, in
order for you to make the proper presentation to your client.
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