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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
Goal Setting and Fact Finding
Plan Delivery
Schedule
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Estate -
Insurance -
Investments -
Review
Everything else you need to know about CFG Signature Plans is right here.
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You know what the cost is, RIGHT NOW. (This is not normal in our industry, go ahead and look around)
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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)
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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.*
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Our pricing is based on plan complexity and estimated time involved. It has nothing to do with account size, income level, or age.
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Each package is designed to cover ALL YOUR PLANNING NEEDS in the first year.
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 >
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.