
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