Client Engagement Process
1) Discovery Visit – What you want…
2) Strategy Visit – What you have…
3) Implementation Visit – What you need…
4) Presentation Visit – Confidence In Retirement AnalysisTM
5) Long-Term Relationship

1st Visit - Discovery

– Get more acquainted
– Discover needs/goals/concerns
– Risk evaluation
– Collect statements

2nd Visit - Strategy

– Diagnosis of current portfolio
– Identify problems and agree to address
– Your Fiscal House
– Decide if a fit exists

3rd Visit - Implementation
“Build Out” strategy

– Current vs. New Fiscal House
– Riskalyze Proposal
– Review Confidence In Retirement AnalysisTM
– Investment/Income Plan initiated

4th Visit - Presentation

– Verify strategy was implemented as promised
– Provide login info and organized file
– Review tax, LTC and estate plan strategies
Ready to take
the next step?