Complimentary | COLLABORATIVE | consultation
Pre-client Interview Process
3 simple steps
2
Try before you buy
WE WILL BUILD YOU A COMPLIMENTARY FINANCIAL PLAN SO YOU CAN EXPERIENCE OUR APPROACH BEFORE YOU COMMIT TO WORK WITH US.
innovative | Comprehensive | collaborative
Client Engagement Process
The process begins with the creation of your
A state-of-the-art custom planning framework
Together we'll build a customized financial model of your future that encompasses any financial goal you can dream up. The plan will be stress tested against the most common major threats and customized with you to create specific what-if scenarios.
Your Signature Planning Framework will be used as the foundation for you and your Divergent Wealth Family CFO, to make the most important financial decisions throughout your lifetime.
3 Repeating Steps
1
IMPLEMENTATION
SIT BACK AND RELAX WHILE WE TAKE CARE OF EVERY DETAIL. YOU FOCUS ON YOUR FAMILY WHILE WE FOCUS ON YOUR FUTURE.
2
MONITORING
NO NEED TO WONDER IF YOUR PLAN IS STILL ON TRACK. YOU NOW HAVE A FINANCIAL TEAM WHO EXCELS IN DETAIL MANAGEMENT.