My Process
Our Four-Step Process for Financial Success
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Financial Consultant
Frank Gasper
Frank’s process
Before someone agrees to become my client, together, we need to establish that:
- The services I offer meet their needs.
- The fees associated with my services and their investments, which I will explain thoroughly, are acceptable to them.
- We like each other. This is important, as we are entering a long-term partnership and mutual respect and trust is essential.
Our Process
My onboarding process is not a clearly defined path because every single client is unique and it is this flexibility that I believe makes CSR Wealth Management different and valuable, however, in general, here are the steps we take:
01
Financial Strategy
We review the client’s existing accounts, identify opportunities and goals, and come up with a proposed financial strategy. This includes the types of accounts they should have and anything we can do to simplify their finances.
02
Invest
Next, we move their existing investment accounts over to our appropriate investment partner and open new accounts as needed, ensuring investments are in line with their timelines, goals and risk tolerance. We also help them implement any of the recommendations we made in step one.
03
Financial Plan
Once a client is ready, we work with them to create a detailed financial plan that shows the client where they stand today and what their finances are projected to look like in the future. This process helps clients see what changes they need to make, if any, in order to meet their savings goals. If changes are needed, we help them implement them.
04
Review and Advise
Once a year, we review a clients’ financial plan and make changes as needed, identifying new opportunities and answering questions clients have. Throughout the year, we also touch base to remind clients about deadlines, share relevant financial information and we take their calls anytime they have a question.
30+
years of experience
