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The Compass Wealth Group Financial Planning Process

April 04, 2023

Introduction to The Compass Wealth Group Financial Planning Process

  1. Introduction Meeting -Client and Advisor(s)

 

  1. Fact Finder – Client and Advisor(s)

 

  1. Gather information and Schedule Next Meeting (Client and Advisor(s)

 

  1. Data Entry – Advisor and Advisor Assistant

 

  1. Verify Data / Schedule next meeting – Client and Advisor Assistant (can be scheduled online)

 

  1. Plan Design – Advisor(s)

 

  1. Final data verification – Advisor assistant

 

  1. Planning Presentation – Client and Advisor(s)

 

  1. Implementation delegation of tasks and timetable designed- Client and Advisor

 

  1. Schedule Review Schedule-Advisor(s)