Our Process

At CU Financial, we believe that financial planning is an essential part of your life. We know it’s not fun, but it can be helpful—and it’s one of the best ways to make sure you’re prepared for what the future holds.

We work with clients one on one to develop bespoke plans that are tailored to their needs and goals. We understand that everyone’s situation is different, and we take the time to get to know you and your needs so that we can create a plan that works best for you.

Step by Step Process

Six Steps financial planning process
Step 1: Preliminary meeting and evaluation.
A complimentary meeting to establish a working relationship based on mutual trust and
confidence. An exercise to determine whether the services w provide are aligned with your requirements.
Step 2: Information gathering: completion of fact find.
Collate detailed information about your present financial position. Identify your goals and objectives so that they are both realistic and clearly defined.
Step 3: Develop a strategic plan of action.
Translate your goals and objectives into a series of action steps in a manner that is clear, concise, affordable, and efficient. Develop modeling and projections using conservative and realistic assumptions.
Step 4: Plan presentation.
Present a comprehensive document (Statement of Advice) that elaborates on our recommended strategies step by step.
Step 5: Plan implementation.
Commit to a course of action. Put into place agreed strategies to your complete satisfaction.
Step 6: Ongoing reviews.
Reviewing your current situation and portfolio on at least an annual basis is fundamental to the success of the plan and requires your ongoing engagement