Our Process
Embracing a virtual model helps us save our clients time and money, while being a reliable partner regardless of their physical location.
Partnering WIth You
A Virtual Office
With a personal touch
Embracing a virtual model helps us save our clients time and money, while being a reliable partner regardless of their physical location.
By combining technology with years of in-person experience, we are able to optimize client’s experience and provide intuitive plans that can be amended and adjusted to grow with them along their journey.
How do we do this?
1. First, let’s meet.
Our introduction call gives us the opportunity to see if we are a good fit and create a schedule according to client’s needs.
• Provide a link to create a personal financial website
• Begin collecting documents using your website’s encrypted vault or secure email.
2. Next, we have discovery meeting.
In this meeting we:
• Review your financial DETAILS
• Take extra care to clearly identify and articulate your goals and mission.
• Identify additional supports** that may be needed for the planning process.
**Trouble uploading documents? A pre-paid envelope is on the way.
**Difficulty with an online meeting? A phone call is on the way.
3. Following our discovery…
We will:
• Verify your information and assumptions
• Analyze your current financial situation
• Provide a proposal for where Co-Missions can add value
• Schedule a meeting to deliver your plan complete with:
Implementation priorities and time lines
Sustainable Investment, Insurance and Planned Giving Alternatives
Actionable recommendations to save you money and help you in pursuit of your financial goals
4. We’re Always Here for You
Once we have completed your financial plan, Co-Missions can continue to partner with you by implementing solutions, when appropriate, and following up with you on a regular basis.
As with all of our services, our agreements spell out what we will do and our fee. Our invoices provide flexible payment options that fit your budget to ensure that you are 100% satisfied with the end result.
