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
Discovery
- 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
Statements
Plan of Action
- Diagnose Gaps and Areas of
Improvement - Provide a Written Summary
of Recommendations - Develop Action Steps Towards
Implementing and Monitoring