1

Let’s get to know each other

It is important to get to know who you are and what drives you to succeed.
We listen and focus on your concerns, goals, desires and dreams.
It is also your opportunity to get to know us, ask any questions you may have and finally trust our approach and choose CF wealth to be part of your team.
2

Start the discovery process

Here we will obtain further information about your personal and financial circumstances. It is important that we clearly understand you goals and objectives so we are able to advise through a custom financial plan how we can help you succeed.
Once we have identified how we can help we will provide you with our Engagement Letter which outlines our fees.
3

Design your plan

It is time for us to conduct our strategy sessions, our research and do the required modelling so that we can create a tailored design to present to you.Once we have identified how we can help we will provide you with our Engagement Letter which outlines our fees.
4

Share our Blue Print

Here we share with you your unique blueprint which has been designed to meet your goals and objectives. It will provide you with peace of mind and confidence that you can succeed in your financial future. The blueprint will outline our recommendations and structures and will include both wealth building and wealth protection strategies.
5

Implement your plan

Once you are happy with your personalize blueprint we will work through each step with you to create the recommended structures and complete the required paperwork to ensure a streamline implementation process.
6

Continue our Relationship

Things are continually changing whether it be in your personal life, in the markets or legislation. These changes may require modifications to be made you your strategy. That’s why we believe it is important for us to regularly review your portfolio and plan to make sure we keep you on track.