Our Process

Your personal CFO will provide you with the right solution that fits your lifestyle and financial planning. Our step by step process makes it easy for anyone to achieve their financial goals. These steps include;

Step 1: Getting to know each other

Before making any kind of commitment, you have to be comfortable. In this stage, we will ascertain if we—you or your family and our services—are a match. If so, we can continue on to next step.

Step 2: Determining your present state

As with any goal, the foremost task is not establishing the goal or even the steps the goal will take—the foremost task is evaluating where you currently are. Here, we will assess your present financial position in order to customize your goals according to your needs.

Step 3: Answering a confidential questionnaire

Our confidential questionnaire, which includes both dollar figures and subjective questions, will help us further assess your financial state and make important decisions on what you need most and how we can best offer it to you.

Step 4: Looking for pitfalls (debt management)

By examining your answers to our confidential questionnaire, we will identify any possible pitfalls. In addition to overcoming any existing debt, we will help you create a financial plan to prevent possible pitfalls from further burdening you or your family.

Step 5: Actualizing solutions

As well as providing strategies and tools for you become the financially successful family you strive to be, we will keep records of your financial performance. You will always know where your progress is at any given time.

Step 6: Communicating with Financial Bodies

Never be in the dark again. We will keep the lines of communication open with your broker, bank, and any other financial institutions.

Step 7: Being responsible

Every member of your financial team or family will take part in money management, helping each of you stay involved. By helping you come up with an ideal spending plan for each member, you will be sure never to feel lost and always in full control.

Call Us Today

For your complimentary, FREE no-obligation consultation and financial analysis, please call 1-800- 419-5379 or email us singh@benefitci.com for an appointment. We will explore with you the ways for you to potentially maximize your wealth now. We look forward to serving you.