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Gather Information

Analyze the Information

Develop a Plan

Estate Plan

Tax

Monitor and Review

Implement the Plan

Will

The Financial Planning process consists of 6 Steps

In today’s dynamic marketplace, financial products have become the biggest focus for clients and advisors. Product providers focus on products that can be sold rather than provide a service for their customers. At Consilium Private Wealth, we focus on financial planning as well as financial products.

Currently, financial advisors receive remuneration only when they provide a product for their clients, who in turn pay a commission for their services. There is no incentive for financial advisors to implement a proper plan for clients.

This is why CPW has positioned itself for commission-free advice as well as focusing

on planning rather than selling a product.

Establish a Relationship

Budget

Credit Analysis

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