The Cinergy Financial 3 Step Process • Meet • Discover • Plan

Cinergy Financial 3 Step Process


Good Fit Meeting

  • 30 Minute Meeting
  • Address Questions and Concerns
  • Discuss What You May Need and
    What You’re Looking For
  • Explain Cinergy’s Mission, Expertise
    and Credentials
  • Describe Value Proposition and
    Services at a Glance



  • Get to Know You: Family, Career,
    Health, Lifestyle and Leisure
  • Identify and Personalize Your
    Financial Goals and Objectives
  • Determine Risk Profile, Budget and
    Savings Capacity
  • Gather Information, Facts and


Plan of Action

  • Diagnose Gaps and Areas of
  • Provide a Written Summary
    of Recommendations
  • Develop Action Steps Towards
    Implementing and Monitoring