Our Process

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your life down the road. We are in it together for the long haul.

So what are the steps?

This is the first part of establishing a fruitful relationship. During the initial meeting we will identify your goals, priorities and aspirations along with the constraints. We will mutually establish what your expectations are for us and whether an ongoing relationship is the right fit.

During the data gathering sessions we take a deeper dive into your situation. This will be done by collating detailed critical information about your finances such as your family income, expenses, loans, insurance, investments etc. We will also ask questions like how far along are you in your goals? Do you have any money saved yet? etc. At this stage we will also ask you to fill out a risk profiler questionnaire which will tell us more about your risk tolerance.

Once we have your data with us, your assigned financial planner will start working on an initial plan. The preliminary plan will only help us engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, investment options, risk management, insurance, goals and aspirations, estate planning, and detailed steps needed to achieve each goal.

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. As your life circumstances change, we will factor in those changes to your financial plan to ensure that your plan transitions along with you. You can contact our financial planners anytime to discuss about your investments, goals or financial plan. We will be glad to help you.

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate

Whether you are seeking financial planning or investment solutions as an individual, as a family entity, small business, or foundation, CREDIBILIS Consultancy Management is available to assist you in achieving your financial objectives. We are happy to discuss your goals and provide an overview of how we might be able to provide value in a complimentary meeting.