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