Our Process

Process Graphic

When it comes to financial affairs, all people are en route to a certain destination, whether it's a good one or not. Here at CN Results Financial Group, LLC, we help our clients define where they are, where they want to go, and determine the best course to get there. Much like a pilot always plans his route before taking off, we help our clients have a smooth journey by creating a logical map to their target financial destination. Our approach is client-centric and results-oriented, and we'd love to talk to you if you're interested in learning more.

Step 1: Review

Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors*. We can do the same for you.

Step 5: Implement

We'll help you implement your plan, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Summary

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

*Neither CN Results Financial Group, LLC nor its associates provide legal, tax or accounting advice. Please consult your own legal, tax or accounting professionals before making any decisions.



Subscribe to our Newsletter