Introducing the only turnkey automated client centered comprehensive financial planning platform from Cyborg-Advisors. These services are available for individuals, families and businesses, that includes personalized oversight and planning from a team of qualified Independent Registered Investment Advisers (RIA’s), Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Fund Specialist (CFS) and Retirement Income Specialist (RIS) all for a simple flat fee of $500.00 dollars – for Comprehensive plans and $100.00 dollars for each module base plan without losing any of the professional expertise generally associated with the old face – to – face process.
Financial Planning and The Process
The 6 steps of financial planning are used by some of the best financial planners, specifically Certified Financial Planners™, when creating and implementing financial plans for their clients. However, these steps can and should be followed by every investor or individual.
Why not plan for yourself like the professionals do it? Whether you do it yourself or work with one of our planners. Either way, we hope the following information will help you in your financial education and all future reference in your financial planning process now or in the future.| | | Next → |