7 STEP PLAN
Our financial planning process is simple & clear & incorporates the 7-step process defined by the Financial Planning Institute.
Establishing & Defining a Profesional Relationship
Our advisors will explain clearly to you the services that we provide & define our responsibilities. They will also communicate how their fees are earned & to advise you that you are under no obligation to proceed with any advice offered. They will also inform you of their specific qualifications, experience & accreditation levels.
Gather Data, Including
Perform Analysis of Client’s Present Circumstances
Develop & present solutions
Post implementation training
STRUCTURED WEALTH MANAGEMENT
Our Financial Solutions
Established in 2004 by a group of key individuals from Discovery Consulting Services, Structured Wealth Management