1st Relationship and Analysis

Where we define how the relationship between the financial planner and the client will be with a personalized financial analysis and evaluation.

2nd Objectives

Understanding post-analysis customer goals.

3rd Development

Development, research and presentation of the best solutions for the customer profile.

4th Execution

Executing the solutions developed for the client’s objectives.

5th Follow up

Monitoring and constant monitoring of the evolution of the presented planning.