Broker Check

What to Expect

CFS Roadmap 360 Process

Introductory FIT Interview

  • Meet the CFS Team
  • What CFS Offers
  • Fees & Expenses
  • Client Review Process
  • Discuss Expectations

Financial Planning Process

  • Discovery
    • Current Income
    • Budget Analysis
    • Expectations / Fears
    • Retirement Income
    • Current Assets
    • Retirement Goals (Basic Needs, Healthcare, etc…)
    • Quantitative Risk Analysis
  • Review
    • Quantifiable Probability of Success
    • Identify Modifications
    • Agree to a Plan
    • Provide Financial Plan Portal

Initiate Plan Directive

  • Open Investment Accounts
  • Establish Savings and Debt Management Plan
  • Allocate / Rebalance Investments According to Plan
  • Initiate Insurance Applications

Ongoing Advice and Support

  • Periodic Client Review
  • Provide Client Account Portal
  • Ongoing Investment Due Diligence and Resources
  • Quarterly Investment Rebalancing
  • Monitor & Execute Cash Flow Activity 
  • Execute Retirement Income Distribution Plan if applicable
CFS Client FIT Meeting Document Checklist