Determine Mutual Fit
Why? Face-to-Face conversation because in depth planning requires mutual trust and respect to succeed.
Our experience also tells us the critical answers you need in a given situation is already in the data you receive or have access to. Over the past 31 years, we have developed an efficient step-by-step process that ensures the development and timely update of each client’s data-based financial plan. At CF, we don’t sell products, we sell a process designed to work for you.
Why? Face-to-Face conversation because in depth planning requires mutual trust and respect to succeed.
Why? Successful people usually have lots of data in lots of places and are looking to simplify their life.
Why? Subsequent remote and/or in person conversations tend to reveal less obvious facts and realities.
Why? Improve effectiveness and efficiency of subsequent recommendations. High net worth individuals have a network of advisors that have been with them for an extended period of time.
Why? CF specialists stress test existing financial elements against previously agreed goals and objectives to identify areas of improvement, if any.
Why? Identify low hanging fruit issues that can offer immediate improvements and be addressed quickly and efficiently.
Why? Detailed analysis usually identifies issues that may need multi-advisor coordination, and/or time-intensive, complex strategic modification and replacement initiatives.
Why? Every CF client has an encrypted mobile, personal website, which we call a lockbox, where they can examine all aspects of their financial life in real time, anytime.
Why? To ensure we are meeting actual goals vs. stated objectives. If necessary, make adjustments to current plan.