1. Gather Information.
In our first consultation we will gather information regarding your current financial situation.
2. Discuss your needs/goals
We will discuss what upcoming goals you may have or work with you to develop this all-important list. Whether it's buying a new car, going on a vacation or even just donating more to your favorite charity we will figure out how to make it possible.
3. Analyze data with our planning software
We will review/analyze the information and data from this first meeting and reaffirm their relationship to a comprehensive plan development.
4. Create a plan.
Following a thorough financial analysis, we will develop and fine tune a detailed plan that corresponds to our clients’ present and continuing needs.
5. Plan Presentation and Exploration Meeting
We will present and discuss a personalized plan developed to ensure that both its planned effectiveness and relationship to our clients’ overall goals are both related and understood by all.
6. Put the plan into action
Once you have decided to put your trust into Century Financial Consultants, we will assist you in putting this plan into action. As part of our continued care and concern for our clients, as well as responding to dynamic changes in our American economy, we will develop an annual review of investment results to both ensure compliance to our original plan and the recognition of modifications/additions that could provide better results.