Currency USD
Financial Consulting order in Cleveland
Order Financial Consulting
Financial Consulting

Financial Consulting

Reconfirm the price with seller
Seller
USA, Cleveland
(View map)
+1(2 
Display phones
Description
Financial consulting is the ongoing management of an individual's financial resources. All financial decisions should be made in the context of a comprehensive plan that is consistent with an individual's resources, needs, and goals. As the quarterback of the financial planning process, we act as a facilitator to help individuals explore options, evaluate the advantages and disadvantages, and make an informed decision that is fully integrated with their plan.

Core Principles

  • Take a coordinated approach to all areas of financial management
  • No one product, plan, or method is always best
  • Evaluate all pertinent information and allow that information to help shape the plan
  • Adapt the financial plan to meet changing needs and goals
Gather Client Data, Including Goals
  • Complete a data survey
  • Mutually define the client's goals, needs, and priorities
  • Establish realistic goals and quantify them in a manner consistent with an individual's risk tolerance
  • Construct personal financial statements (Net Worth Report)
Analyze and Evaluate Client's Financial Status
  • Review data gathered from the client
  • Identify strengths and weaknesses with respect to achievement of stated goals
  • Analyze Estate Plan, Insurance Coverage, Cash Flow, and Long-Term Projection
  • Consider tactics and strategies available to achieve stated goals
Develop and Present Recommendation
  • Identify appropriate techniques for achieving client objectives
  • Evaluate alternative solutions
  • Assist with understanding all aspects and decision making
  • Present a timetable to implement recommendations
Implementation and Monitoring
  • Coordinate internal and external resources to implement financial planning recommendations
  • Monitor effectiveness, changes in circumstances, and the current economic environment
  • Re-examine an individual's objectives, health status, income, or other personal circumstances periodically

Contact the seller
Financial Consulting
Financial Consulting
Compare0
ClearSelected items: 0