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Our Process

We use a client-centric process focused on pursuing specific milestones we create together. Our
comprehensive planning process is designed to help identify your needs, implement your strategy, and
monitor it to help you stay on course.

At CFCU Wealth Management our professionals are here to help you identify your goals, prepare a personally
tailored financial plan, and partner with you to implement and monitor your plan.

Identify Your Goals

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals. Before making recommendations or developing a financial plan, we will take the time to get to know you, your unique financial needs and goals, and what you value most.

Preparing Your Plan

In preparing your plan, we provide an analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your stated goals. Using a comprehensive financial plan, we can take a wholistic approach to your financial needs and goals and make recommendations that are in your best interest.

Implementing and Monitoring Your Plan

Once your plan is developed and you select the best approach, we put your personalized plan into action. We then maintain regular communication with you, carefully monitoring your plan and making adjustments when necessary.

Ready to get started?

Schedule an appointment today to get started.

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