Introduction to The Compass Wealth Group Financial Planning Process
- Introduction Meeting -Client and Advisor(s)
- Fact Finder – Client and Advisor(s)
- Gather information and Schedule Next Meeting (Client and Advisor(s)
- Data Entry – Advisor and Advisor Assistant
- Verify Data / Schedule next meeting – Client and Advisor Assistant (can be scheduled online)
- Plan Design – Advisor(s)
- Final data verification – Advisor assistant
- Planning Presentation – Client and Advisor(s)
- Implementation delegation of tasks and timetable designed- Client and Advisor
- Schedule Review Schedule-Advisor(s)