FINANCIAL PLANNING

PLANNING IS A PROCESS

You're smart. You're driven. You're successful. And it didn't happen overnight.

A strong financial plan doesn't happen overnight either. It is a process. It is a collaborative project that requires a dialogue, great listening, and a complete understanding of the entire situation. 

Anything less just isn't financial planning.

Insurance agents, stock brokers, money managers, and accountants often stake claim to the service of financial planning or the title of financial advisor. 

While they can all play a role in a sound financial plan, they themselves are typically not planners. 

We are planners. We are paid a fee for our objective advice. We are fiduciaries that act solely in your best interest.

Planning is process, but it doesn't need to be painful.

cfg signature pLANS

 

CFG Satisfaction Promise

If after the first year you are not completely satisfied with the plan or service, we will write you a check for your entire first year planning fee.*

CFG Signature Planning Process

Consultation


60 minutes The initial consultation is always complimentary. This conversation is intended to provide an opportunity to get to know us and for us to get to know you. You can ask any questions you might have, and together we determine if we are the best fit to serve as your financial planner. Your financial planner should be someone that you get along with, grow old with, and trust as though they are family. We understand that this is a heavy decision and that is why we are happy to invest an hour of our time. You will leave this meeting with a clear picture of the services we can provide. At this point, we can both determine if CFG is the best team to serve you. You can schedule your complimentary consultation here.




Goal Setting and Fact Finding


90 minutes Here, we ask you for you to gather up all of your financial and estate planning information. We leverage the latest technology to securely digitize and expedite this process. Then, we begin to piece together the black and white puzzle of your financial life. This is when the fun begins. We get to take a step back, ask a few questions, and listen to you. We will dive into your dreams and values, along with your concerns and fears. This step is invaluable to customizing your plan. Following this meeting, you will receive your Initial Advisory Agreement that includes your Initial Financial Planning Fee. Once you sign and return your Initial Advisory Agreement, we get to work on your plan. Your plan comes from your story, let us worry about the numbers.




Plan Delivery


Schedule

  • Estate
  • Insurance
  • Investments
  • Review
Delivering and implementing your plan is a process. We believe that anything worth doing, is worth doing correctly. Over the last 40 years, we have refined our plan delivery process. We break it down into manageable chunks, setting our clients up for success from the very beginning. We set an implementation schedule with real time progress tracking. Your plan delivery will take place over 4 separate meetings (either in-person or virtually). Every step of the way, we present our recommendations, set tasks and due dates, and support in implementation. We want to see each our clients succeed, and taking action on your plan is critical to long-term financial success. A plan without action is merely a dream.





Everything else you need to know about CFG Signature Plans is right here.


  • You know what the cost is, RIGHT NOW. (This is not normal in our industry, go ahead and look around)
  • After our initial consultation, we tell you an estimate of your planning fee. (We are pretty good at this, but in a select few situations, we do have to adjust our estimate after our Goals and Facts meeting)
  • Your satisfaction in the plan is FULLY PROMISED for the entire 12 months. If you are not completely satisfied with your plan and service, we will write you a check for a full refund and wish you the very best.*
  • Our pricing is based on plan complexity and estimated time involved. It has nothing to do with account size, income level, or age.
  • Each package is designed to cover ALL YOUR PLANNING NEEDS in the first year.
That's it. Simple, right?​





Never look back unless you are planning to go that way."

-Henry David Thoreau

 

ongoing service

After the initial CFG Signature Plan, there is still much to be done, but the heavy lifting has generally been completed. Because of this, our ongoing service options are much less expensive than the first year planning fee. We look at this as a maintenance and service package for your financial plan. Life happens and things change, having someone to call that understands your situation is vital to continued financial well being. 

Annual Meetings

Annual strategy update

Scheduled phone calls

Unlimited email support

$250/quarter

Semiannual Meetings

Semiannual strategy update

Unlimited phone calls

Unlimited email support

$500/quarter

Quarterly Meetings

Quarterly strategy update

Unlimited phone calls

Unlimited email support

$1,000/quarter

What can be the best place to take photographs in Paris?


There are only a few cities around the world that offer so many amazing places. Paris is the city like that. Some of the locations that our customers love to take photographs at are: Trocadero with the Eiffel Tower view, Champs de Mars, Bir Hakeim bridge, Alexandre III bridge, The Louvre Museum, The Tuileries Garden, The “place de la Concorde”, The Cathedral of Notre Dame area, Montmartre area , Palais-Royal, The Moulin Rouge. If you want to have some more insight about great locations for Photographs in Paris. Read our blog post here >




How will you delivery the photos?


We take around 200 to 300 photographs per hour. You will receive all the digital proofs no later than a day after the shooting day. Depend on package, you will receive final and ready to printed photographs, in the next two weeks.




Is it difficult to take photo shoot?


With us, it becomes effortless. We combine a lot of fun activities and you will feel really comfortable and enjoyable.




What kind of editing do you apply for the photographs?


In general service like travel photography, we do basic retouching like balancing light, color and crop for you photographs without remove objects. We can add retouching service depends on your requirement. Portraiture package, we include intensive post-production like skin retouching, color grading and balancing tone.




What is about cancellation policy?


Normally, we do not accept cancellation but we will help you the arrange to another day for your shooting.




What can I expect when booking your services?


You can easily book our services here. We require a small deposit to reserve the date. After booking on our website, you will receive a confirmation letter about the package, date and assigned photographer. A day before your session, we will send you a friendly remind email and our photographer will contact you personally to prepare for the session.




How to travel when shooting?


If our next location is not so far, we can easily walk there on foot. It can be a great experience when walking on the street of Paris and enjoy the view, we may have some candid shoot on the way. If walking is a little bit un-convenient we can take either metro or Uber/Taxi. There is another option like renting a public bike or electric car for transportation if you are adventurous enough.




How can I receive and download the photos?


You will receive an online link for your online album, where you will find all your proofs and final photograph. You can not only review and download all the photographs but also share it with your friends and family. And, it’s private.




Can I have a makeup artist on the shooting day?


To have an MUA to take care of your beauty with you is the best idea. We can help you hire an MUA.




Where can I buy some props for unique photographs?


A lot of customers ask us for preparing some props to have more creative photographs. Some of the ideas can be helium balloon, flowers, champagne or even a vintage bicycle. We will be happy to help you with that.




What to wear to have the best photo in Paris?


To have style that suitable with Pairs is a need for great photographs. We prepared some advice from the best stylist for you, click here >





Own a small business?

Already have a plan?

Small business owners have their own set of challenges and needs. Learn more about our planning options here.

Have you already developed a financial plan but would like another set of eyes to review it? We can do that here.

YOUR VALUES.

YOUR GOALS.

OUR MISSION.

You work hard for your money, but you are more than your account balances. You are someone with a very unique set of values and goals.

Planning should be about your life, and how money fits in. Not the other way around.

The planning process is a highly personal, often emotional experience. Your advisor needs to fully understand you and what you want out of life.

 

Working with the CFG team will help to provide the strategy, direction, and accountability to start using your resources in a way that aligns with your values. 

Just getting started with your plan

We may be a good fit and would love to help!

Contact us today for your complimentary consultation