Process


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Our Process

Listen

At Cynthia Ochal, CFP, we have a very specific process used to provide wealth management to all our clients. It begins with the initial discovery meeting, where we will spend about 90 minutes listening to you and exploring your thoughts, attitudes and goals that represent your highest priorities.


Design

At the second meeting, we will present a plan designed specifically for you to meet your objectives. The plan will include recommendations, steps for implementation and all of the paperwork necessary to move forward with a mutual commitment.


Implement

Approximately 45 days after your accounts have been established, we will review your progress, make sure your statements and online preferences are set and provide you with details for accessing your personal financial website.


Communicate

The final part is ongoing communication and reviews. Based on the discovery meeting, we will determine how often we will meet each year, the best method for communication, and what deliverables you can expect us to provide and when.