These are the following requirements to ensure comprehensive & efficient financial advisory services:
- STEP 1
Establishing a relationship and advising of services offered. - STEP 2
Gathering information which will have an impact on the needs and goals of the client. Includes risk profiling. - STEP 3
Analyze and evaluate the client’s financial status. - STEP 4
Development of a financial plan with recommendations and proposals (co-create & educate). - STEP 5
Implementation of agreed upon proposals. - STEP 6
Ongoing monitoring of the plan and revising when necessary.