Our Process

Making a Difference

Effective planning begins with listening to each client’s concerns and objectives When a client-planner partnership is created, everyone is engaged in both the process and the outcome. The end result is not an off-the-shelf product but customized solutions and action plans.

The right planning with the right adviser can make all the difference.

At C-Phase Financial, advice is not focused on maximizing product sales and commissions, so a true partnership can be created between you – the client, and us – the advisers.

Although each client experience is different- here is the basic overview of our 5 step Process.

Our 5 Step Financial Planning Process

01.

Introduction

This is a casual meeting to explore the benefits of working together. If each party finds value in working together, we will continue to the Discovery Step; which helps us determine how to best advise you.

02.

Discovery

Evaluate Current Financial Status (budget, savings, debt load, etc…)
Brainstorm, Discuss, and Record clear and attainable goals for client
Prioritize Goals
Plan a time for the Strategy Meeting

03.

Strategy

Outline and Revisit each itemized goal
Make Recommendations
Set a time for the Implementation Meeting

04.

Implementation

Outline the items addressed in the previous meetings
Revisit products being used to meet goals
Walk through and sign paperwork

05.

Review & Revise

Create a Review Schedule for the client. This can be done on a quaterly, semi-annual, or annual basis.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and C-Phase Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CO, FL, MN, ND, SD, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, C-Phase Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

C-Phase Financial